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About

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:

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Reviews (4)

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D
28 December 2018

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...

S
28 December 2018

Really nice experience interning at Lions Assurance Financial, truly learned a lot through projects.

I
28 November 2018

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...

D
31 July 2018

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!

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Q&A

We love interacting with people, and having the opportunity to impact businesses and personal growth on a daily basis.

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

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

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.

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.’

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.