Lonano Financial Advisors

At LoNano Financial Advisors, we believe that financial planning should be a personalized and customized process that addresses each individual's unique needs and goals. As a leading financial services firm, we are dedicated to providing expert guidance and tailored solutions to help our clients achieve their financial objectives.

Our Services

As a comprehensive financial services firm, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Comprehensive Financial Planning: We take a holistic approach to financial planning, considering all aspects of our clients' financial situations to develop a personalized plan tailored to their unique needs and goals.
• Investment Management: Our experienced investment professionals work closely with clients to develop a customized investment strategy designed to meet their individual objectives and risk tolerance.
• Retirement Strategies: We help clients plan for a successful retirement by developing a customized strategy that addresses their income needs, tax-efficient income distribution, and legacy goals.
• Insurance Protection: We offer a range of insurance solutions to protect our clients' assets, including life insurance, disability insurance, and long-term care insurance.
• Tax Strategies: Our tax professionals work with clients to develop customized tax strategies that minimize their tax liability and maximize their after-tax income.
• Estate Planning: We help clients develop a comprehensive estate plan that addresses their wishes for distributing their assets, minimizing taxes, and ensuring the continuity of their business or family-held assets.

Our Team

At LoNano Financial Advisors, we are committed to delivering exceptional service to our clients. Our team of experienced professionals includes:

• Michael J. LoNano, CFP, BFA: President and founder of LoNano Financial Advisors, Michael has over 20 years of experience in the financial services industry.
• Uno Nieeban, CFP, BFA: Vice President of LoNano Financial Advisors, Uno has a strong background in finance and has been serving clients for over 15 years.
• Cynthia McGlamery: Client Services Manager, Cynthia has over 10 years of experience in the financial services industry and is dedicated to providing exceptional client service.
• Mary S. LoNano: Controller of LoNano Financial Advisors, Mary has over 20 years of experience in finance and accounting and is responsible for the day-to-day operations of the firm.
• Frank J. LoNano: Chairman Emeritus of LoNano Financial Advisors, Frank is a financial services veteran with over 25 years of experience in the industry.

Our Values

At LoNano Financial Advisors, we are committed to a set of core values that guide our work:

• Client-centric: We are dedicated to delivering exceptional service to our clients and putting their needs first.
• Customized solutions: We believe that each client is unique and deserves a customized solution that addresses their individual needs and goals.
• Excellence: We strive for excellence in all aspects of our business, from our investment strategies to our client service.
• Innovation: We stay ahead of the curve by staying informed and up-to-date on the latest trends and developments in the financial services industry.

Get in Touch

We look forward to working with you and helping you achieve your financial goals. Contact us today to schedule an appointment or learn more about our services.