Financial Services Company
Located in New Lenox, IL

You’re probably already familiar with savings accounts as an investment opportunity. You earn interest, but let’s face it: it’s just a few pennies every month.

There’s a better way to put your money to work.

You can expand your portfolio by investing in well-researched stocks, bonds, and other securities. These exclusive investment opportunities are based on unique, in-depth market analyses. Our stockbroker-dealer will discover what matters most to you and construct a personalized plan based on your financial needs and long-term goals.

Our personalized service carries through to our dedicated office staff, who are always a phone call away to answer your questions. You’ll never need to navigate an automated phone system to speak with us.

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investment services company

Financial Services

Our goal is to empower you to feel confident in your portfolio. You still make all the decisions; we do the research for you. That way, you have all the information you need to make choices that are right for you.

Investment Services

By working together with our full-service broker-dealer, you will determine which investments will likely earn you profits. Acting on your behalf, we will manage your stock portfolios and execute any necessary trade orders. Whether you need help with your qualified retirement plan or an investment account, we’re here for you.

Securities Research

Our investment reports are easy to read and based on extensive research. Each company’s report is compiled using the value investing method. The reports include projections about future possibilities.

Insurance Broker

As your insurance needs get more complex, you should have someone with industry experience and connections in your corner. To find the best coverage and price, we help you understand the key differences between various insurers and plans. Then you can compare coverage options to choose the best protection for you.

The Lenox Financial Difference

Personalized Service

Personalized Service

We are committed to providing you with professional, objective financial advice personalized based on your needs. Because we are a full-service firm, we can work with you to adjust your portfolio as your needs change or as the financial markets dictate.

Exclusive Equity Securities Reports

Exclusive Equity Securities Reports

Lenox Financial Services actively scrutinizes the stock market looking for smart opportunities. We compile our own quarterly and semi-annual reports based on our research and expertise and then share them exclusively with our customers.

Achieve Your Financial Goals

Achieve Your Financial Goals

Everyone has their own financial goals. That means there is no one-size-fits-all advice that will help everyone succeed. Instead, our priority is to understand your specific goals, what you want to achieve, and then give you the information you need to get results.

Investment Advice You Can Trust

You know that growing your portfolio means making smart investments, but sorting through all the available information is a challenge. From interpreting financial statements to understanding the timing of the market, knowing where and when to put your money to work can be overwhelming.

What you need is access to the right information that’s presented in a way that makes sense to you. We take the time to do the heavy research and compile the important details about every opportunity we recommend. That way, you can feel confident in your decisions towards reaching your long-term financial goals.