We are an independent, non-captive, fee-based wealth management advisory & solutions support firm, with the focus on preparing customized wealth management solutions to better serve each of our clients’ unique needs and wants. We focus on Risk Management, Business Advisory, & Capital Markets providing the following financial advisory services:
Business succession plans
Key-person protection plans
Executive benefit plans
Employee benefit plans
Financial & estate plans
Asset & wealth management plans
Retirement income plans
It's a real pleasure communicating with Ariel and his team. Everyone here is very professional, knowledgeable and personable. I highly recommend utilizing this company for all of your business needs. More...
Really nice experience interning at Lions Assurance Financial, truly learned a lot through projects.
Through Lions Assurance Financial I have been able to secure my financial foundation. I have learned to manage my finances, as well as, establish my long term goals. Ariel Tavor and his staff are not only friendly, but also supportive. I described my needs and then a few different plans were presented from which I chose one that would help me achieve my goals. I highly recommend Lions Assurance if you are serious about building a solid financial future. More...
Lions Assurance Financial internship program is great. It provides interns with the opportunity to put in practice their academic knowledge and also have a real time experience of the financial world in a very professional environment and at the same time with an organic structure (senior advisers are very approachable). Great place to work!