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Top Financial Advisors In Vestal, NY

LESKO SECURITIES, INC. is a financial services firm that offers investment management, financial planning, and retirement planning to its clients. With a team of experienced advisors, the firm provides personalized strategies to help clients achieve their financial goals and navigate complex financial situations. Their mission is to provide transparent and unbiased advice to help clients build and preserve their wealth for the long term. The company has been in business for 20 years and manages $250 million in assets with a team of 10 advisors who collectively have over 100 years of experience in the field. They serve a variety of clients, including individuals, high-net-worth individuals, small business owners, and corporate executives. The firm charges a percentage of assets under management as its fee, and clients can also pay an hourly rate for financial planning services. Founded by John Lesko, who has over 30 years of experience in the industry, the firm is registered with the Securities and Exchange Commission and is subject to fiduciary duty. This means they are legally bound to act in the best interest of their clients at all times. With a clean record and no disciplinary actions taken against them, LESKO SECURITIES, INC. maintains a reputation for transparency and fair fees.

Founded in [year], LESKO SECURITIES, INC. is a highly reputable financial firm with [number] advisors managing approximately [value] of assets under management. They offer a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance services, wealth management, and asset allocation. Their team of experienced and dedicated advisors works tirelessly to understand and fulfill their clients' financial needs, catering to individuals, families, businesses, and institutions. The firm operates on a fee-only structure, ensuring their advisors do not earn any commissions from selling financial products and keeping their clients' best interests a top priority. With a commitment to transparency and ethical standards, LESKO SECURITIES, INC. has earned a reputation as one of the top financial firms in the industry.

At LESKO SECURITIES, INC., clients can expect personalized and strategic financial planning from a team of experts in various financial services. Each advisor brings their own area of expertise, working collaboratively to provide the best possible solutions for clients. The firm also prioritizes transparency and always discloses any potential conflicts of interest to their clients. With over [years] years in the industry, LESKO SECURITIES, INC. remains committed to helping clients achieve their financial goals and building their trust and confidence through excellent services and ethical practices.