In these challenging economic times, Lennox Insurance and Financial, LLC understands your concerns about planning for your financial future. Whether you are just beginning your first job or planning to retire soon, we help chart your course towards achieving your financial goals. For over thirty years we have successfully guided clients through the complexities of wealth management, from Bull markets to Bear markets and back again.
No matter where you are in your journey, our priority is helping you achieve your plan. How do we do it? We listen. We learn about you and your unique needs and objectives and build plans aimed solely at your success. From investment management to comprehensive financial planning, we provide personalized strategies and solutions through attentive, individualized service and prudent thoughtful advice.
As representatives of Lincoln Financial Securities Corporation, we can offer investment management and comprehensive financial planning as well as personalized strategies and solutions.
No matter where you are in your journey, our priority is helping you achieve your plan. How do we do it? We listen. We learn about you and your unique needs and objectives and build plans aimed solely at your success. From investment management to comprehensive financial planning, we provide personalized strategies and solutions through attentive, individualized service and prudent thoughtful advice.
As representatives of Lincoln Financial Securities Corporation, we can offer investment management and comprehensive financial planning as well as personalized strategies and solutions.
Services
David is the principal member and owner of Lennox Insurance and Financial, LLC with his affiliation with Lincoln Financial Securities Corporation.
Janet Rowley attended the University of Southern Maine and has worked in the insurance industry since 1997.
She has Life & Health Licenses and maintains a Series 6 securities registration.
She assists David Ferland with the administration for his securities clients.
She provides individual health Insurance, Medicare Supplement insurance, Medicare Advantage plans and Medicare Part D.
Janet Rowley attended the University of Southern Maine and has worked in the insurance industry since 1997.
She has Life & Health Licenses and maintains a Series 6 securities registration.
She assists David Ferland with the administration for his securities clients.
She provides individual health Insurance, Medicare Supplement insurance, Medicare Advantage plans and Medicare Part D.
By having an intelligent plan, you stand a much greater chance of reaching your financial goals.
David Ferland is a registered representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, Member, FINRA and SIPC.
Advisory services offered to residents of MA, ME, and NH.
Lennox Insurance and Financial, LLC and Lincoln Financial Securities Corporation are not affiliated.
See Lincoln Financial Securities (LFS') Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things.
David Ferland is a registered representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, Member, FINRA and SIPC.
Advisory services offered to residents of MA, ME, and NH.
Lennox Insurance and Financial, LLC and Lincoln Financial Securities Corporation are not affiliated.
See Lincoln Financial Securities (LFS') Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things.
Learn more about Stephen D. Avery and how he can help you with your investment objectives.
Lennox Insurance and Financail, LLC provides this calculator to help you understand the many factors that can affect your financial life and help you make informed decisions.
There is more to investing than knowing your annual rate of return.
Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice.
Lennox Insurance and Financail, LLC provides this calculator to help you understand the many factors that can affect your financial life and help you make informed decisions.
There is more to investing than knowing your annual rate of return.
Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice.
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