Karen Lucian

Experienced guidance – more confident investing

Having an experienced investment manager can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, I can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier. I can provide you with investment services and guidance that make the most sense for you and your family. I’ll also be there to help you each step of the way as you pursue your personal financial goals.

Experienced guidance – more confident investing

Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing, but can also help you identify many opportunities as well – all in an effort to help make your life easier.

We can provide you with investment services and guidance that make sense for you and your family. We’ll also be there to help you as you pursue your personal financial goals.

Unique solutions for business owners and entrepreneurs.
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Niches
Understanding the challenges women face and how to help.
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Niches
Nurturing wealth so you can live a longer, better life.
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Niches
Helping you manage your financial success
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Niches
A pragmatic approach to wealth management
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Niches

You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

Karen Lucian

Karen Lucian,

AIF® First Vice President, Investments
Optimism is the faith that leads to achievement.
Helen Keller
Always here for you

 

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