Guiding clients through life’s transitions.

LLJ Financial Services is a trusted resource to help you navigate your financial journey and more…

Offering a positive client experience with…

  • Professional, independent, personalized, comprehensive support—free from product sales pressures and sales quotas
  • Sharing specialized industry knowledge and objective insight
  • Hands-on administrative and organizational coordination
  • Review, research and execution of your financial goals

HOW CAN LLJ HELP MAKE THINGS EASIER FOR YOU?

Serving Northern Westchester, Putnam and Lower Dutchess counties.

Concierge Services Include:

Consulting: One-on-one discussions tailored to your financial goals, administrative needs and knowledge level.

Review: Help you understand financial documents, statements and workplace benefits.

Collaboration: Assistance with financial tasks, research, coordination including paperwork and phone calls.

Resource: Receive objective insight with no product sales.

Physical hands-on help: Support with moving long-held belongings and assisting with the process of finding a new home for them. 

TESTIMONIALS

“She approaches tasks with a blend of dedication and creativity, consistently delivering outstanding results. I have worked closely with Lori to navigate complex challenges with ease, often infusing humor and levity into even the most stressful situations as we worked diligently toward our common goals.”

JOHN M.

“It is easy to be a fan of Lori as her passion for helping others is infectious. She cares about those around her and works to be a conduit for their success. Her combination of skills, experience, and personal qualities make her well-suited for a role that requires a high level of professionalism, client focus, and dedication.”

JAMES C.Z.

“By virtue of her vast knowledge and experience in compliance and supervision, Lori provided me with the guidance and direction I needed to learn and progress. Lori was always the go-to person when a difficult to find answer was needed. She somehow found what the rest of us couldn’t.”

CHRISTOPHER T.

RESOURCES FOR YOUR FINANCIAL JOURNEY

Find the contact details below to connect with LLJ Financial Services for personalized support and affordable pricing options.