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Savings Banks, Financial Consultants

Lines Financial Planning

Lines Financial Planning is a company that specializes in providing financial planning services to individuals and businesses. Their team of experienced financial consultants helps clients to manage their finances, plan for the future, and achieve their financial goals. In addition, Lines Financial Planning works closely with savings banks to provide clients with access to a range of financial services, including investment advice, retirement planning, and wealth management. With a focus on delivering personalized solutions and exceptional customer service, Lines Financial Planning is committed to helping clients achieve financial success.

Introduction to Lines Financial Planning

Lines Financial Planning is a financial consulting company that was established to help individuals achieve their financial goals. The company was founded by a team of experienced financial consultants who have been in the industry for over a decade. What makes this company unique is their commitment to providing personalized financial planning services that cater to the specific needs of each client.

Services & products

Lines Financial Planning offers a wide range of financial planning services that include retirement planning, investment management, tax planning, and estate planning. They also provide personal financial coaching to help clients develop good financial habits and achieve their financial goals.

Location

Lines Financial Planning is located in the heart of downtown, surrounded by other financial services companies and savings banks. The area is bustling with activity and is easily accessible by public transportation. The closest public transportation options are the subway station located 2 blocks away, the bus stop 1 block away, and the train station 5 blocks away.

Benefits

Customers should choose Lines Financial Planning because of their commitment to providing personalized financial planning services that cater to the specific needs of each client. They have a team of experienced financial consultants who are dedicated to helping clients achieve their financial goals.

Good to know

Customers should be aware that Lines Financial Planning requires a minimum investment of $10,000 for their investment management services.

Reviews

Customers have praised Lines Financial Planning for their personalized approach to financial planning and their ability to help clients achieve their financial goals. They have been described as knowledgeable, professional, and trustworthy.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services, including financial planning, investment management, retirement planning, and estate planning. Our services are tailored to meet the unique needs of each client.

Are there any fees associated with opening or maintaining an account?

Yes, there are fees associated with opening and maintaining an account. The fees vary depending on the type of account and the services provided. We are transparent about our fees and will discuss them with you before you open an account.

How do you charge for your services?

We charge for our services on a fee-only basis. This means that we charge a set fee for the services we provide, rather than earning commissions on the products we recommend. This allows us to provide objective advice that is in the best interest of our clients.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references or case studies of our past clients. We take client confidentiality seriously, so we will only share information with your permission. Please let us know if you would like to see examples of our work.

What types of loans do you offer and what are the interest rates?

We do not offer loans as part of our financial services. We specialize in financial planning, investment management, retirement planning, and estate planning. If you need assistance with loans, we can refer you to reputable lenders in the area.