Broker Check

Our Team

We are a well known and accredited investment fiduciary with years of experience in the field of corporate retirement advisement and 401k planning, we provide qualified 401k fee comparisons for companies that are shopping around for the best rates.

PARTNERS

Because of our stellar reputation in the field of financial forecasting Lamon and Stern has amassed an impressive list of partners, which include: 

Empower

Iron Financial

Principal

Aspire

Matrix

Pension Financial Services

Thornburg Investment Management

Brinker Investments

Nationwide Financial

My Interactive Retirement Planner