We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
The Lyons Group consists of Jeff Lyons.
The Lyons Group brings the resources, personnel, and industry clout of one of the nation's largest regional investment firms with the intention of being your financial advisor for life. With experience in fixed income products, equity securities, retirement and 401(k) plans, mutual funds, alternative investments, and many insurance products, the Lyons Group is well equipped to help their clients accumulate and preserve wealth. You can expect prompt, complete, and honest service from us. We will provide all the information you need to make informed decisions based on realistic expectations about your needs. Our clients enjoy the friendly but highly professional service and a solid client-advisor relationship. Just as we all have our own unique fingerprint, every client has their own unique financial situation. We build financial plans distinct to you. Your needs come first, always.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
