L

Lang Investment Services

contact for price

Zip code

Annual income

Service type

Career stage

Sorry this pro can’t do your job, but we know other pros who can.

Check them out

Introduction: I'm saving for _______________. How would you fill in the blank? The answer differs for every person, so why would anyone pursue a cookie-cutter investment model run by some team on the other side of the country? That’s not how one maximizes the flexibility of resources, and it’s not the approach we recommend at Lang Investment Services. Our goal is simple — craft a investment strategy based on your individual needs and long-term vision; a custom-built, personalized portfolio. Your goals. Your direction. Your endgame. It’s an approach that has worked for over 20 years and has delivered results through bull and bear markets. We work to protect your interests while providing the flexibility to change and adapt the strategy as your needs change. • Managed asset plans with fee-based portfolio management • Tax-advantaged investing to maximize your earning power • Retirement planing with strategies to create a lifetime of income • Annual portfolio reviews to keep things primed for success Discover how Lang Investment Services can help define a wealth management strategy that helps you live the life you want, pursue your goals, and provides for today, tomorrow, and all the days that follow. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.

Overview

Background checked

2 employees

26 years in business

Payment methods

Ask this pro about their preferred payment method.

Social media

Facebook, Twitter

Featured Projects

6 photos

Reviews

5.0

1 review

5

100%

4

0%

3

0%

2

0%

1

0%

Matt S.

May 5, 2014

Matt talks about delivering a personalized, holistic approach to his investment strategies and I can tell you it works. In two years, he has doubled my original investment. That's a return that makes it a no brainer to trust him with my financial future.

Credentials

Background Check

Matthew Lang

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
As a fiduciary, my cost is fee-based. This eliminated conflicts of interest since I only advocate for my clients. Total transparency is a core of my business.
What is your typical process for working with a new customer?
We have a first meeting to see if I can help and if we're a good fit. During that meeting we have a general discussion. Then follow-up meeting will have more detailed discussions. There is no cost for the initial meetings.
What education and/or training do you have that relates to your work?
All the national and state regulations and compliance are followed and we are registered with FINRA. I have the the highest licensing in the industry with a Series 24, which enables me to be a Financial Principal. I am held to the highest standards in the industry.