Broker Check

Product & Services

At Lamon and Stern, we provide assistance in the following areas:


Investments

  • Bonds
  • Common Stocks
  • Educational IRAs
  • Brokerage Accounts
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b)  Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans