Professional investment Consulting

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What We Are About

Lyon Investment Services places a high value in taking care of their clients. We are an investment advisory firm that serves clients across the nation. With our 30+ years of experience helping clients achieve their financial goals, we are energized by helping individuals and businesses reach the most appropriate investment solutions.

We are entirely about the process. Why? Because the process is entirely about you.

We wouldn’t have it any other way.

Financial Planning

Setting goals & objectives
Retirement plans
Debt consolidation
Estate planning

Wealth Management

Stocks
Bonds
Options
Alternate Investments
Private equity investments
Hedge funds

Executive Compensation

401K
403b
457
Deferred compensation
Buy-sell agreements
SEP plan
Keogh plan

Get In Touch

1450 FLAGLER AVE., SUITE 32 JACKSONVILLE, FL 32207
PHONE: (904)329-2399
EMAIL: LEE@LYONINVEST.COM