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Wealth Advisor
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Wealth Advisor
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Lucas Group
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
1617 Temple Ln, Rockford, Illinois, 6111...Phone Number
(815) 964-9955Website
www.lucasgroupfinancial.comRevenue
<$5 MillionIndustry
About Lucas Group
Lucas Group Financial Advisors specializes in creating comprehensive financial plans tailored to their clients' needs, focusing on wealth building, protection, and strategic giving. They emphasize independent, evidence-based investing, guided by decades of unbiased financial research rather than media speculation. The firm serves clients with a minimum investment of $300,000, while also offering planning services on a fee basis for those preferring hourly analysis. Their team consists of certified financial professionals dedicated to providing personalized service and guidance throughout the financial planning process.Explore more
Lucas Group Org Chart
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Lucas Group Financial Advisors specializes in creating comprehensive financial plans tailored to their clients' needs, focusing on wealth building, protection, and strategic giving. They emphasize independent, evidence-based investing, guided by decades of unbiased financial research rather than media speculation. The firm serves clients with a min... Read More
