Our Firm
 Members of the Lamberti & Associates team offer financial planning, investment advice, and investment products that assist the individual and corporate investor pursue their financial goals.
For a full list of our member's services and products offered, please click on the "Our Services" tab of our website.
What We Do
Individual members of our team serve as the personal financial advisor to their clients. Each individual advisor assesses their client's financial needs and assists them with investment selection, education on IRA and investment product tax implications, and insurance decisions. The advisor then helps the client plan for retirement, education expenses, and general investment choices. In some cases, the advisor may also provide life and long term care insurance. Although our team members offer advice on a wide range of topics, they each specialize in retirement and risk management.
You will be better equipped to make smart financial decisions with the education, guidance, and careful consultation which our individual personal financial advisors are well qualified to provide regarding your unique financial set of circumstances.
How You Can Find Out More
Please call one of our advisors if you have any questions about Lamberti & Associates or the range of financial products and services that our individual advisors may provide.
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Did You Know?
Personal financial advisors across the United States held 208,400 jobs as of May 2008. Jobs were spread throughout the country, although a significant number are located in New York, California, and Florida. 1
About 63 percent worked in finance and insurance industries, including securities and commodity brokers, banks, insurance carriers, and financial investment firms. 2
About 29 percent of personal financial advisors were self-employed, operating small investment advisory firms. 3
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1 Source: the Bureau of Labor Statistics on website page: http://www.bls.gov/oco/ocos302.htm
2 Source: the Bureau of Labor Statistics on website page: http://www.bls.gov/oco/ocos302.htm
3 Source: the Bureau of Labor Statistics on website page: http://www.bls.gov/oco/ocos302.htm
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