Lashner Financial Group
Serving clients across the United States
We Value
Transparency
Lifetime Client Relationships
Ongoing Communication
ABOUT
Core Beliefs
Contact Us
Lashner Financial Group
Serving clients across the United States
Howard Lashner
Howard Lashner has over 30 years of experience helping investors and ranks among Primerica’s top 10 securities producers out of approximately 23,000 licensed financial professionals. Howard’s unparalleled commitment to clients as they work toward achieving their financial goals has also garnered him notable industry awards.
Howard has been honored to speak in front of tens of thousands of people at numerous national events and seminars. He is regularly sought out to mentor top financial professionals throughout North America, and he also teaches weekly classes to securities professionals. He channeled his client service expertise into a book titled, 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy, Loyal Clients.
Howard’s passion for providing exemplary service to clients has been a hallmark of his career, and he believes it is both his privilege and duty to pass along the keys to success to the next generation of securities professionals.
Howard Lashner
Financial Advisor
National Sales Director
Series 6, 63, 65, 26
Howard Lashner
Financial Advisor
National Sales Director
Series 6, 63, 65, 26
Howard Lashner
Howard Lashner has over 30 years of experience helping investors and ranks among Primerica’s top 10 securities producers out of approximately 23,000 licensed financial professionals. Howard’s unparalleled commitment to clients as they work toward achieving their financial goals has also garnered him notable industry awards.
Howard has been honored to speak in front of tens of thousands of people at numerous national events and seminars. He is regularly sought out to mentor top financial professionals throughout North America, and he also teaches weekly classes to securities professionals. He channeled his client service expertise into a book titled, 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy, Loyal Clients.
Howard’s passion for providing exemplary service to clients has been a hallmark of his career, and he believes it is both his privilege and duty to pass along the keys to success to the next generation of securities professionals.
OUR CORE BELIEFS
Trust:
Developing trust is a critical first step in building client relationships. We want clients to feel confident that they have the information they need to make informed decisions about how and where their money is invested. We believe this confidence and trust starts with the initial interview where we discuss your situation and needs.
Integrity:
At Lashner Financial Group, we practice what we teach. We manage our personal finances using the same principles that we offer to clients. Most importantly, we strive to see the world through the client’s eyes, asking ourselves, what is the best choice we can make with their financial resources and our information?
Respect:
Lashner Financial Group will always respect your intentions and your decisions. We will educate you and help you make informed decisions. We also show respect to clients by offering a balanced high-touch, high-tech approach. Our mix of personal contact with technology helps build a trusted, long-term relationship.
Communication:
Good communication is paramount. Your advisor will listen carefully to your goals, your passions, your dreams and then formulate a strategy specially designed for you. We are committed to your financial education so you can make informed decisions about your financial options. We have found that the best way for clients to be informed is to ensure they understand what we are saying. That is why at Lashner Financial Group we speak in plain English. We take the time to explain terms and we don’t overuse jargon.
Transparency:
We believe in transparent disclosure of the fees associated with your investments. Advisor compensation, along with any other expenses to be incurred by you, will be clearly explained in advance of any commitment on your part.
Access:
Lashner Financial Group will be a valued financial information resource to you. Your advisor will be available to meet with you in person or virtually depending on your comfort, convenience or preference to review your financial situation when needed. We also discuss with you our regular follow-up plan, and you will determine the means and frequency of communication. We are always only a phone call away whenever you would like to discuss any questions, concerns, or need an update.
Media
“My goal is to understand: what is the client’s priority?”
Howard Lashner is a Registered Representative and Investment Adviser Representative with PFS Investments Inc. (PFSI), a broker-dealer and investment adviser registered with SEC and a member of FINRA (www.finra.org). Primerica and PFSI are affiliated companies. Neither Primerica nor PFSI are affiliated with Forbes, LLC or SHOOK® RESEARCH. For more information about the methodology used for this rating please visit https://www.shookresearch.com/a-methodology.html. Promotional consideration provided to SHOOK® RESEARCH for use of the profile feature. Forbes Top Financial Security Professionals 2021 feature is based on the time frame of December 31, 2019 through December 31, 2020. Forbes, SHOOK® RESEARCH rating does not consider an advisor’s investment advice and working with an advisor who appears in the Forbes, SHOOK® RESEARCH rating is no guarantee of investment success.
Achievements
Howard has over 30 years of experience with Primerica, Inc. He ranks among Primerica’s top 10 securities producers annually since 2015. He has been honored to speak at numerous events and seminars throughout the Nation. He has written a book titled, 10 Common Mistakes Financial Advisors Make & Simple Ideas to Avoid Them: How to Create Happy, Loyal Clients.
A must-read for everyone not just those in the financial services industry. Simple concepts with many examples that are easy to understand with a major focus on the client experience.
Learn More About Us
Contact Us Today
Address
842 Durham Road, Ste 300
Wrightstown, PA 18940
Phone
215-364-7610 Office
267-784-4420 Mobile
The individuals identified as Lashner Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
The Lifetime Investment Platform is an advisory program sponsored by PFS Investments under the name Primerica Advisors. For additional information about the program, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.
Lashner Office:
267-784-4420 Mobile
Wrightstown, PA 18940
