Lifeguard Financial
7536 Mentor Avenue, Mentor, OH 44060
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
9:00 AM - 5:00 PM
Sunday:
9:00 AM - 5:00 PM
Photos
Location & Phone number
About the Business
Lifeguard Financial is a comprehensive financial institution located at 7536 Mentor Avenue in Mentor, Ohio, United States. Specializing in accounting, finance, and legal services, Lifeguard Financial recognizes the challenges individuals face in today's ever-changing financial landscape. With factors such as market volatility, taxes, low interest rates, and increasing healthcare costs, planning for retirement has never been more crucial.
At Lifeguard Financial, we offer a Five Star Retirement Planning system that guides you through important steps in retirement planning. From managing risk exposure to income planning, legacy planning, and tax reduction strategies, our holistic approach ensures that you have a tailored plan to thrive now and in the future. Our team is dedicated to providing financial peace of mind and helping you achieve your potential success.
In addition, Lifeguard Financial offers Generational Vault, a virtual safety deposit box that simplifies the organization of important documents such as trusts, wills, powers of attorney, insurance policies, and investments. With Generational Vault, you can securely store and access all your vital information in one convenient location.
Don't navigate the complexities of retirement planning alone. Contact Lifeguard Financial today to schedule a webinar and take the first step towards a secure financial future.
Reviews
"You cannot go wrong with services from Tony Newman and Lifeguard Financial. Tony is not just a financial advisor, he also has professional contacts that can assist with other issues that may be problematic for you. Thank, Tony, you for your wise counsel."
"Tony Newman is extremely unprofessional when clients aren't around. He is rude, condescending and speaks terribly about the elderly people he is supposed to be looking out for. If you are not financially well off, he will blow off your calls. He treats staff terribly and I would not recommend my worst enemy to do business with him."
"Tony was very helpful in directing us on the right coarse for retirement. He is very informative and knowledgeable in all aspects and is always keeping us informed on current market conditions. A great person to work with and very helpful staff."
"Tony Newman and his staff are always quick to respond to my needs or assure me in these trying times that we have set up a sound balanced retirement strategy. Very Professional Service. I have had many before but they never treated me like I was family"
"Totally professional,very knowledgeable, does not talk down to you, explains pros and cons, and seems to really care for your well being.***** Five Stars"
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