Resources

Lamont Financial Services Resource Center

You’ll find a wealth of content to inform and help educate – dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.

	Articles Educate yourself on a variety of financial topics.		Calculators A host of financial tools to assist you.
	Newsletter Timely newsletters to help you stay current.		Glossary Financial terms from A to Z.
	Tax Library Manage your taxes and prepare for the upcoming tax season.

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Latest News

October 19, 2016

Navigating 11 Types of IRAs

Did you know that there are 11 types of Individual Retirement Accounts (IRAs)? That’s right, there are 11 ways to set aside money for retirement as an individual. Most are versions of two types of IRAs–traditional and Roth, but it’s important to understand all of your investment options. Let’s start with those two and move […]

James Lamont ChFC®, CLU® is a Registered Representative offering securities and advisory services through Whitehall-Parker Securities Inc., a registered Broker-Dealer and Investment Advisor. Member FINRA/SIPC. Lamont Financial Services is not a subsidiary of Whitehall-Parker Securities, Inc. OSJ Branch: 477 Pacific Avenue 2nd Floor, San Francisco CA 94133 (415) 421-5935. Investors may now check the background of any Registered Representative at FINRA or Brokercheck. SiPC Information: https://www.sipc.org/for-investors/what-sipc-protects