Ly & Associates Financial Group is an all-encompassing financial firm that's dedicated to growing with our clients and helping them build a legacy. We have recognized the shortcomings of most financial advisors operating as a one-person operation; this often leaves a client wondering where they should get their other planning needs done. Ly & Associates Financial Group has an expert for every client scenario we come across, including advanced corporate insurance planning, retirement planning, real estate investing, estate planning, and much more. We work with Canada’s leading banks, insurers, and investment companies to ensure that our advice is always unbiased, progressive, and suits our clients’ ever changing needs. With the way big institutions are resting on their laurels, we have carved out a niche for ourselves in how we conduct business. We ensure the client’s needs are always best served when all advisors are at the table. It’s common practice for our meetings to be conducted with a client’s entire advisory team, including, but not limited to, their accountant, lawyer, and more. Our mantra is “Making the pieces fit,” so you can rest assured we will do our best to serve you.
View Top Employees from Ly & Associates Financial GroupWebsite | http://www.lyandassociatesfg.com |
Revenue | $4 million |
Employees | 4 (4 on RocketReach) |
Founded | 2017 |
Address | 15252 32 Ave Division, Surrey, British Columbia, CA |
Phone | (604) 765-3689 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Campbell Financial Advisors, Pacific Spirit Investment Management Inc. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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The Ly & Associates Financial Group annual revenue was $4 million in 2024.
4 people are employed at Ly & Associates Financial Group.
Ly & Associates Financial Group is based in Surrey, British Columbia.
The NAICS codes for Ly & Associates Financial Group are [52, 523, 52393, 5239].
The SIC codes for Ly & Associates Financial Group are [62, 628].