Lyons Investment Group is deeply committed to providing our clients with the highest level of service, with a comprehensive portfolio of Insurance and Wealth Management products and services for individuals and businesses. Don Lyons, President of Lyons Investment Group, has over 37 years of experience and has established a professional reputation for meeting his client’s needs. H
is office is dedicated to helping individuals, families, and businesses find solutions to their problems. Regarding Investments, we aim to offer a balance intended to meet your overall financial goals and risk/ reward tolerance. Lyons Investment Group’s objective is to establish a total solution to grow and preserve one’s wealth, tailored to each individual’s circumstances.
Comprehensive portfolio of insurance and wealth management products
Over 37 years of experience
Personalized financial planning and investment strategies
Services
Investments Services
A broad range of investment options including stocks, ETFs, mutual funds, bonds, managed accounts, asset management, retirement planning, and more.
Stocks and ETFsMunicipal and corporate bondsFixed income securitiesManaged AccountsAsset managementVariable universal life insuranceVariable annuitiesRetirement plan productsRetirement income strategiesDonor advised fundMutual fundsCorporate cash managementSeparate Account managementCollege savings plansFinancial planningCommercial loansStructured productsUnit investment trustsTrust services
Financial Planning
Comprehensive financial planning services including cash flow management, retirement income strategies, tax planning, and business succession planning.
Cash flow managementRetirement income strategiesTax strategiesBusiness succession planning
Insurance & Annuities
Insurance products and annuities designed to protect and grow wealth.
Life insuranceVariable universal life insuranceVariable annuitiesRetirement income planning
Credentials & Certifications
Series 6
Series 7
Series 63
ELAP certification
Reviews
Rating
3
★★★☆☆
Reviews
2
"I can without doubt suggest Lyons Investment Group 👍 ."
Frequently Asked Questions
What is financial planning? +
Financial planning is a comprehensive process designed to help manage issues like cash flow, retirement income, tax strategies, and business succession planning, tailored to an individual's life, goals, and personal legacy.
What investment options are available? +
Lyons Investment Group offers a broad range of investment options including stocks, ETFs, mutual funds, bonds, managed accounts, asset management, retirement planning, and more.
Who is Don Lyons? +
Don Lyons is the President of Lyons Investment Group with over 37 years of experience in insurance and financial services, specializing in portfolio and security analysis.
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