Wealth Without Worry

General Info

Hollander & Lone, LLC is a boutique wealth management and pension consulting services firm. We are seasoned advisors with over 25 years of experience to offer in addition to our advanced degrees. Our aim is not only to efficiently and effectively assist our clients in making complex financial, retirement plan design, and/or investment decisions. By acting as co-fiduciaries for the benefit of our clients, we seek to build the type of trust that affords effective consultative relationships. Specialties: Fee based independent consultation which includes 3(21) co-fiduciary retirement plan consulting, as well as wealth advisory services. 3(21) co-fiduciary services include quarterly performance bench marketing of 401(k) plan line up and objective comparative analysis plan fees. Our unique wealth management technology aggregates all our clients assets and liabilities into one centralized, secure, daily refreshed, web based platform. Custom reports can be generated with ease and facilitate real time client consultations. We also are equipped to meet both in person or via live web conferencing from anywhere in the world. Currently serving clients in: AZ, CA, CT, FL, IL, IN, MD, MA, MI, NY, OH, WA

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Retirement Planning Services

Neighborhood

Southfield

Associations

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member www.FINRA.org & www.SIPC.org. For hyperlinks to FINRA and SIPC, seek the weblinks section below.

Other Links

FINRA

SIPC