LIPSON FINANCIAL GROUP

Lipson Financial Group serves as a financial strategist for successful individuals, business owners, and their families. From generation to generation, our focus is on developing lifelong relationships with our clients and helping them achieve what's most important to them... As an independent firm that offers no proprietary products, we offer a balanced and objective approach. We educate our clients so they can have confidence in making decisions that best impact their financial future... Our clients are our highest priority. We value the relationships we've built and we treat them with the care and respect they deserve.