Strategies designed to grow your wealth.
Save for what you want
Saving for a house, college, or retirement? Have access to your money when you need it.
Flexible risk options
Sleep soundly with a risk profile you’ll be comfortable with.
Tax benefits
Want a deduction now or more options later? Keep more money in YOUR pocket.
You'll miss out...

How much money would you have today if you started five years ago?
How will you feel in five years if you keep putting it off?
Will you miss out on your dreams by not starting today?

 

It’s time to make the right choices NOW.

Experience life.

You deserve to have your money work for you. Have options to enjoy the things you want. Enjoy memorable family vacations. Have access to your money when life happens. Sleep at night. Have confidence in your decisions.

 

You deserve to have options.

Flexibility
You can have access to your money when you need it.
A sense of security
Knowing your investments are only as volatile as you are.
Confidence
Knowing your plan is on track.

Set a strategy with financial investment planning

No matter what stage of investing you’re in, you probably want your money to grow.

Major life events may affect your financial future. Working through a financial planning process early can set the path for those events.

Don’t second-guess your decisions. Get sound retirement financial advice so you can balance your needs today with your future goals.

Up-to-date personal financial planning

Financial planning advice that your grandpa followed may not fit your lifestyle and growth plan. Financial and investment planning is not one-size-fits-all.

Whether you’re single, newly-married, just graduated, or starting a new job – you have unique goals for your money.

At Lolley Financial, we create flexible investment options designed to grow with you, so you can have a financial future that you’re proud of.

Lolley Financial Adrian Michigan
107 S. Broad St. Ste. 2
Adrian MI 49221
(517) 759-1880

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, OH, and SC. 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.