Our Services
What we Do Best
At Lyon Investment Services we place a high value in taking care of our 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, and we wouldn’t have it any other way.
Specialties
WHAT WE ARE
Financial Planning
– Setting goals & objectives
– Retirement plans
– Debt consolidation
– Estate Planning
Executive Compensation
– Stocks
– Bonds
– Options
– Alternate investments
Executive Compensation
– 401K
– 403b
457
– Deferred compensation
– Buy-sell agreements
– SEP plan
– Keogh plan
Specialties
WHAT WE ARE NOT
Banks
Unlike traditional banks,
Lyon Investment Services
– Provides individualized investment plans
– Provides wide variety of investment options
– Does no cross-selling to other financial institutions
Wire House
Unlike traditional insurance companies,
Lyon Investment Services
– Is completely autonomous
– Has no proprietary products or quotas
– Has no massive overhead
– Can provide customized investment solutions
Insurance Company
Unlike traditional insurance companies,
Lyon Investment Services
– Utilizes insurance when it makes sense to do so
– Is free from dependence on commission driven sales
– Is able to avoid high pressure sales tactics
Get In Touch
1450 FLAGLER AVE., SUITE 32 JACKSONVILLE, FL 32207
PHONE: (904)329-2399
EMAIL: LEE@LYONINVEST.COM