Lashner Financial Group

Serving clients across the United States

Contact Us

Lashner Financial Group will be a valued financial information resource to you. Your advisor will be available to meet with you in person to review your investments 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 financial concerns or need an update. We serve clients across the United States

Howard Lashner

Financial Advisor
National Sales Director
Series 6, 63, 65, 26

Call Today 215-364-7610

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

Author of “Common Mistakes Financial Advisors Make”

2022 Five Star Wealth Manager- Philadelphia Magazine

 

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, SHOOK® RESEARCH or Five Star Professional. For more information about the methodology used for these ratings please visit https://www.shookresearch.com/a-methodology.html and https://fivestarprofessional.com/. Promotional consideration provided to SHOOK® RESEARCH for use of the 2021 and 2022 Forbes, SHOOK® RESEARCH profile features and for use of the 2022 Five Star Professional feature. 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. Five Star Wealth Manager Award 2022 is based on the time frame of February 21, 2022 through August 19, 2022. Ratings do not consider an advisor’s investment advice and working with an advisor who appears in a rating is no guarantee of investment success.

Contact Us Today

CALL US

Make a Call

215-364-7610 Office
267-784-4420 Mobile

VISIT US

Our Location

842 Durham Road, Ste 300
Wrightstown, PA 18940

MAIL US

Send a Message

Howard.Lashner@primerica.com

Why Lashner Financial Group

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.

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:

215-364-7610 Office
267-784-4420 Mobile
842 Durham Road,
Suite 300

Wrightstown, PA 18940

Important Disclosures

Form CRS

Reg BI

PFSI Disclosures