Lamont Financial Group is an independent wealth management firm located in Mason City, IA. They offer comprehensive and highly customized financial solutions to a select group of investors, including corporate executives, business owners, farmers, families, and individuals facing complex financial situations. With a focus on personalized advice and meaningful interactions, they aim to help their clients grow, protect, and transfer their legacy.
As educators at heart, Lamont Financial Group strives to create clarity from complexity, providing straightforward and personalized advice to help their clients make informed and confident decisions. They believe in using technology to enhance the client experience, offering a highly personalized, technology-forward approach with personal financial websites for each client. With a commitment to putting their clients' best interests first, Lamont Financial Group is dedicated to helping individuals plan for a secure future.
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