Kimberly Dowling11 days agoFrom
My mom has been a client of Lobdell and Lane Wealth Management for many years. Mom worked with Mr. Lobdell for many years and now we work primarily with Ms. Lane and her associate Liana. The staff at this company take the time to get to know their clients personally and professionally. They are responsive to every inquiry and are thorough and clear in their communication. If you are looking for financial advisors who have the a high level of skill and knowledge, integrity, and kindness call them. I know that my mom is going to be taken care of and that she and I will rest easy knowing she is in their very capable hands.
Leslie Janik11 days agoFrom
Simone Lane cares about her clients' lives, goals, struggles, fears. She works hard to help you achieve your financial intentions, especially in readiness for retirement, and she shares her knowledge in accessible ways. Her research is thorough, and her planning is spot on. She respects her clients value based investment requests. I could not be happier. I feel well taken care of. Managing investment money takes time, knowledge, passion, and devotion; Simone brings all of that and more. Plus, she's almost always smiling. Our meetings are uplifting.
