Lanier Wealth Management

Financial ServicesInvestment serviceFinancial AdvisingFinancial consultantNeptune Beach, Florida

Contact

Address
800 Lincoln Rd, Neptune Beach, Florida, 32266
Phone
(904) 685-8520
Website
swelljax.com
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Business Hours

SundayClosed
Monday08:00am – 05:00pm
Tuesday08:00am – 05:00pm
Wednesday08:00am – 05:00pm
Thursday08:00am – 05:00pm
Friday08:00am – 05:00pm
SaturdayClosed

Description

I believe that no two clients are the same. Therefore every individual is given the opportunity to share their story, concerns and goals - from planning to execution to follow-up. We will take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. - Timothy Lanier, CFP®, CRPC