Lions Assurance Financial

Lions Assurance Financial

Lions Assurance Financial is a verified pro service provider Certificate of Excellence 2019

Lions Assurance Financial locationNew York, NY, USA

Elite Pro (1 Review)

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:

For businesses:
Business succession plans
Key-person protection plans
Executive benefit plans
Employee benefit plans

For individuals:
Financial & estate plans
Asset & wealth management plans
Retirement income plans
Philanthropic plans

  • 1 minute average response time
Lions Assurance Financial Reviews


Review of Lions Assurance Financial by Denis Barros
5 19/07/2018 Denis Barros

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!

Lions Assurance Financial

Click to rate:

Videos from Lions Assurance Financial

Video Gallery

Lions Assurance Financial Q&A

Company Q&A

What inspired you to start your own business?

We have a great passion on setting business path for our clients.

Why should our clients choose you?

Lions Assurance Financial provides independent, non-captive, fee-based wealth management advisory, which seperates us from traditional consulting and insurance firms. This frees us to focus on preparing customized wealth management solutions to better serve each of our clients’ unique needs.

Services provided by Lions Assurance Financial


Business Planning, Strategy & Execution

We study our clients deeply before suggesting any plan, because we have to ensure that we have all the variables in check. Once we have a plan, we work with our clients on creating a strategy. Many people think strategy and plan are the same but Consulting WordPress Theme knows better. We know that plan is what we try to achieve and strategy is how we are going to achieve it. We also ensure that the whole team is included in the process and that no one is left out during the turnaround. We help ease these issues through fantastic financial projections and a realistic view of what can be accomplished. Creating a list of potential qualified prospects for your service or product can be daunting when you’re beginning your business.

Executive Compensation

As an independent, non-captive, fee-based wealth management services firm: We’re free to pinpoint your business’ unique needs and wants (without some ulterior commission-sales motive in mind), pick ingredients uniquely right for your business, and prepare recipes which better serve your unique business + personal requirements – and not just dish out servings of same-old ‘choices.’

Deferred Compensation

Your Deferred Compensation recipe should be thoroughly reviewed and remade (if necessary) to better serve your unique situation within the current overall changed reality. That’s the difference we bring to your table.

  • 1 minute average response time

Find companies like this!

Whatever your requirement, Bark will help you find local companies like Lions Assurance Financial.
Just post your project to Bark and we'll find the most suitable companies for you.

Are you sure that you want to leave?