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Mike James of Lilley Financial Group

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Manage episode 422480074 series 3549999
Content provided by Jeff Gartner and Sean Preston, Jeff Gartner, and Sean Preston. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Gartner and Sean Preston, Jeff Gartner, and Sean Preston or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

At Lilley Financial Group, we specialize in providing personalized financial planning and investment management services. Our mission is to help individuals, families, and businesses achieve their financial goals through strategic planning and expert advice. We offer a comprehensive range of services, including retirement planning, tax optimization, estate planning, investment management and risk management through insurance. Our team is dedicated to building long-term relationships with our clients, offering tailored solutions that reflect their unique financial situations and aspirations.
We are not just about numbers and investments; we are about understanding your life, your goals, and your dreams. We take a holistic approach to financial planning, considering every aspect of your financial life to create a plan that truly supports your long-term well-being. Our commitment is to be your trusted partner, providing you with clarity and confidence in your financial decisions every step of the way.
www.lilleyfg.ca

  continue reading

210 episodes

Artwork
iconShare
 
Manage episode 422480074 series 3549999
Content provided by Jeff Gartner and Sean Preston, Jeff Gartner, and Sean Preston. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jeff Gartner and Sean Preston, Jeff Gartner, and Sean Preston or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

At Lilley Financial Group, we specialize in providing personalized financial planning and investment management services. Our mission is to help individuals, families, and businesses achieve their financial goals through strategic planning and expert advice. We offer a comprehensive range of services, including retirement planning, tax optimization, estate planning, investment management and risk management through insurance. Our team is dedicated to building long-term relationships with our clients, offering tailored solutions that reflect their unique financial situations and aspirations.
We are not just about numbers and investments; we are about understanding your life, your goals, and your dreams. We take a holistic approach to financial planning, considering every aspect of your financial life to create a plan that truly supports your long-term well-being. Our commitment is to be your trusted partner, providing you with clarity and confidence in your financial decisions every step of the way.
www.lilleyfg.ca

  continue reading

210 episodes

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