As
an independent brokerage firm, Lesko has access to nearly all load
and no-load mutual fund families, insurance and variable annuity
companies enabling us to provide investment opportunities as
diverse as you need them to be. The result…unbiased advice and
broad flexibility.
In the retirement planning environment, Lesko Financial Services,
Inc. is the area’s leader in 403(b) not-for-profit and
educational institution supplemental retirement plans. In fact,
our expertise and state-of-the-art proprietary software serve the
needs of eighty school districts, colleges, libraries, daycare
centers, hospitals and other non-profit organizations in southern
New York and northern Pennsylvania, whose employees total more
than 16,000.
Perhaps even more impressive is the confidence placed in Lesko by
none other than those brokers and dealers who compete for its
business. Currently, twelve of these local competitors contract
with Lesko Financial Services, Inc. to provide their own clients
with the same level of professional back office support Lesko
clients enjoy.
PERSONAL & BUSINESS
Financial Planning
INDEPENDENT
Insurance Brokerage
BUSINESS
Savings Plan - 403(B)
Retirement Plans - 401(K), Simple
Pension Administration
SEMINARS & EDUCATIONAL
Programs
THIRD PARTY
Remitter’s for TSA’s, IRA’s
and other Payroll Based Plans
INVESTMENT
Monitoring & Research |