Lashner Financial Group
Achievements
Achievements
Finance Magazine
Howard’s philosophy on investments and wealth creation revolves around simplicity, accessibility, and clear communication, ensuring that clients feel understood and valued. He discusses the evolving financial landscape, the personalized approach to retirement planning, and the integration of technology in providing top-notch financial services.
Howard Lashner
“History has shown that time in the market is more important than timing the market.”
Promotional consideration provided to Universal Media Limited for the preceding feature article. Finance Monthly, Global Awards 2023, Financial Advisor of the Year – USA was provided on October 17, 2023, and which is based on a time frame of June 2022 through October 2023.
Individuals identified as Lashner Financial Group are affiliated with Primerica, Inc. and offer products and services through Primerica, Inc. and its subsidiaries. Neither Primerica, Inc. nor PFSI is affiliated with Finance Monthly or Universal Media Limited.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Forbes
Howard Lashner
Great care and time should be taken to ensure you have a clear understanding of your investments and what may or may not be serving your goals.
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.
Forbes Top Financial Security Professional in 2022, ranked No. 31 in the nation
Forbes Top Financial Security Professional in 2022, ranked No. 1 in Pennsylvania
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 2021 and 2022 profile features, as referenced above. Forbes Top Financial Security Professionals 2021 feature is based on the time frame of December 31, 2019 through December 31, 2020. Forbes Top Financial Security Professionals 2022 features are both based on the time frame of December 31, 2020 through December 31, 2021. 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.
As Announced In
Philadelphia Magazine
Howard has been honored to speak in front of tens of thousands of people at numerous
national events. He is regularly sought out to mentor securities and financial professionals
throughout North America. He also teaches weekly classes to securities professionals.
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 Five Star Professional. For more information about the methodology used for this rating please visit https://fivestarprofessional.com/. Promotional consideration provided to Five Star Professional for use of the 2022 profile feature, which is based on the time frame of February 21, 2022 through August 19, 2022. Five Star Professional rating does not consider an advisor’s investment advice and working with an advisor who appears in the Five Star Professional rating is no guarantee of investment success.
Finance Monthly
Financial
Adviser of the Year
Howard’s unparalleled commitment to clients as they work toward achieving their financial goals has also garnered him notable industry awards.
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 Finance Monthly Magazine or any of its affiliated entities. The Financial Adviser of the Year 2022 profile feature is based on a time frame of January 1, 2021, through September 1, 2022. No compensation was provided to obtain the award however, a marketing package was purchased for marketing purposes.
Think Advisor
Beware of These 10 Common Financial Advisor Mistakes
With Howard Lashner
Trust is the foundation of all successful relationships and is built on doing what you say you’ll do, especially the “little” stuff.
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 ALM Global, LLC or any of its affiliated entities who publish Think Advisor.
Author
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
