Most people are scared of making the wrong decisions with their money. At Lolley Financial, we help you clarify your options so that you can feel calm about your family’s financial future.
Why use a financial advisor? You want to make smart choices about your money. But your financial goals can change as life changes. Navigating all the investment choices might be confusing.
A smart financial plan is tailored to your current life situation and your long-term goals. Working with a financial advisor can help keep you focused on achieving them.
Lolley Financial in Adrian Michigan works with others like you, across the nation. We work to understand your situation, clarify options, and set a path for your family’s financial future.
David Lolley can recommend up-to-date investment strategies and offer solutions to help you meet your financial goals.
Contact us for the financial resources you need to make the best decisions.
Investments and advisory services are offered through representatives of Lincoln Financial Securities. Member SIPC. Lincoln Financial Securities and Lolley Financial are separate entities. Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Advisory services offered to residents of MI. Securities offered to residents of AZ, FL, MI, NC, and OH. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-3165787-071620.
Not all registered representatives with our firm are able to offer advisory services.
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. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.