Our Advisory Services & Investments

Lombard Securities is a full-service, independent broker-dealer committed to helping our clients successfully achieve their financial goals. Our experienced financial advisors offer a wide range of advisory services and investments to individuals and business owners including:

Advisory Services:

Personal Finance: Illustrations & Modeling (Software by Advisys)

Portfolio Analysis and Investment Strategy Reviews

Social Security (NSSA certified) and Retirement Income Planning

Business Retirement Plans

Individual Retirement Accounts

529 College Saving Plans

Fee-Based Advisory Accounts (offered via Lombard Advisory)

Trust Services (offered via Comerica Trust)


Mutual Funds and Exchange-Traded Funds (research by Thomson Reuters and Standard & Poor's)

Stocks & REIT's (research by Dorsey Wright, Standard & Poor's, Morningstar and Dow Theory)

Government, Municipal & Corporate Bonds

Mortgage-Backed Securities

FDIC-insured Certificates of Deposits

Variable Annuities (offered via Lombard Agency)

Fixed Annuities (offered via National Brokerage Associates)

Life Insurance (offered via National Brokerage Associates)

Gold & Silver Coins (offered via Dillon Gage)

Please call us if you have any questions about our firm or the range of financial products and services we provide.