Lipson Financial Group is an independent financial planning and wealth management firm based in Plantation, Florida. The firm focuses on delivering personalized financial advice and strategies to individuals and families. Their core services include comprehensive financial planning, investment management, retirement planning, insurance solutions, and estate planning. They operate under a fiduciary standard, emphasizing a commitment to acting in their clients' best interests. The firm is affiliated with Kestra Financial, utilizing its platform for securities and advisory services.

Founded in

United States