Welcome
As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Ask me about Women and Company®, a program offered by Citigroup to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
FEATURED REPORT
BULLETIN BOARD
- What do you have in mind for your retirement? Smith Barney’s complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
- Planning for the future of an individual with special needs requires preparation and professional guidance. Ask us for help in creating strategies aimed at protecting assets, providing additional income and preventing the loss of government benefits.
- Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
Lance E. McGinnis is licensed in the following state(s): CA, CT, NC, NJ, NY
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
