Worried about retirement? Need an estate plan? Worried about the efficient transfer of your assets at death? Estate taxes? Considering creating a charitable legacy? Considering the purchase of a home or second home? Desire to fund child/grandchild’s education? We will help ensure that your investments are aligned with your goals. Whether you are a conservative or more aggressive investor, if you are seeking growth or need to generate income, we will build the portfolio suitable for you. Whether you are an individual, family unit, trust entity or corporate entity, we will design the portfolio that suits you best. Lob Planning Group can help you chart a course and adapt to changing conditions and tax laws. We use sophisticated investment tools and strategies to help us take advantage of strong markets and help reduce exposure in adverse conditions. We strive to find the strongest areas of the market so you are not simply “in the market” but invested wisely. Our philosophy is simple. We prize growth, but believe it should be pursued at reasonable prices. We recognize that keeping internal costs low will aid our clients’ long term success. And we believe it’s critical to watch for the development of conditions that can harm a portfolio – and the transitions to and from them. We believe that successful investment management requires clearly defined purposes, constant, close attention to detail and the discipline to act (or not act) on the facts before us. If this approach resonates with you, contact us for a consultation. Let us show you how your money can work harder, smarter and with purpose.
View Top Employees from Lob Planning Group - A Stratos Wealth Partners CompanyWebsite | https://www.lobplanning.com |
Employees | 4 (4 on RocketReach) |
Founded | 1987 |
Address | 2900 Westchester Ave, Ste 308, Purchase, New York 10577, US |
Phone | (914) 428-6440 |
Fax | (914) 428-5655 |
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Industry | Insurance, Finance General, Financial Services, Finance |
Web Rank | 27 Million |
Keywords | Lob Planning |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Gayle Lob is the Founder of Lob Planning Group - A Stratos Wealth Partners Company.
4 people are employed at Lob Planning Group - A Stratos Wealth Partners Company.
Lob Planning Group - A Stratos Wealth Partners Company is based in Purchase, New York.
The NAICS codes for Lob Planning Group - A Stratos Wealth Partners Company are [523, 5239, 52, 52393].
The SIC codes for Lob Planning Group - A Stratos Wealth Partners Company are [628, 62].