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( Michael Lesko, Charles Lesko, Sr., & Charles Lesko, Jr. in 1967
at the WBJA television studios)
When Charles Lesko Sr., after 12 years with a major insurance company,
created the Lesko Agency in 1948, he began a tradition of personal
financial services with unique products and ideas. He was free to offer
his clients more than one insurance company’s line of products-the client
was his employer, not the company.
Even when Mr. Lesko retired in
1962 and the business was handed down to its present owners, his sons,
Charles, Jr. and Michael, the unusual emphasis on the clients’ needs still
existed, leading to new products and services offered by the company. The
third generation was ushered in with Mr. Lesko’s grandson, Gregory, who is
also an attorney, and who assumed the position of CEO of the company in
2004
In 1971, Lesko Financial Services was one of the very first
financial planning firms in the country. As charter members of the
National Association for Financial Planning, Lesko wrote individual
financial plans and counseled clients on retirement and college planning,
tax reduction and estate planning.
By 1980, Lesko realized a
significant need for professional educational services in the financial
services industry. Lesko Financial Services has provided hundreds of
financial planning and pre-retirement planning seminars to school
teachers, hospital employees and employees of many major corporations in
our area such as Anitec, Amphenol, IBM, and Universal Instruments. In
addition to this seminar activity, Lesko provides 401(k) pension and
profit sharing plan administration, retirement plan payroll deduction
programs; and other business services such as SIMPLE plans and group
insurance benefits.
In 1981, Lesko became a registered
broker/dealer enabling our clients to buy and sell individual stocks and
bonds, mutual funds, treasury issues and variable annuities.
Today,
Lesko Financial Services remains the leader in innovative, independent
financial products and services, and the administration of pension and
profit sharing plans.
"THE CLIENT’S INTERESTS MUST COME
FIRST" |