Lobdell & Lane Wealth Management
831 East 2nd Street, Benicia, California, United States
About the Lobdell & Lane Wealth Management
Lobdell & Lane Wealth Management is a leading finance institution located at 831 East 2nd Street in Benicia, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how Lobdell & Lane Wealth Management can help you reach your financial goals.
Photos of Lobdell & Lane Wealth Management
831 E 2nd St Suite 202, Benicia, CA 94510, United States
Opening hours of Lobdell & Lane Wealth Management
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Day off
Sunday:
Day off
Reviews of Lobdell & Lane Wealth Management
"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."
"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."
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