LBS Financial Services is a muli-faceted independent broker dealer located in Sea Girt NJ. Our main focus is to assist high net worth and corporate executive clients in diversifying their investment portfolios. The team at LBS is led by myself David Sullivan and my partner Jeffrey C. Leo. With that said we are constantly striving to locate quality diverse investments for our clients such as real estate and other alternative investments throughout the U.S. and abroad. We now not only have an office located in Sea Girt New Jersey, we also have recently opened a new office outside Dublin Ireland. We are delighted to announce our partnership with Platinum Developments. Platinum Developments will be providing us a variety of investment vehicles to take advantage of multiple opportunities including access to investment in Platinum’s premier developments. Our team develops financial plans*with a focus on diversification, accumulation and preservation of wealth. Working together with you, our client, we develop clear, comprehensive and in-depth financial plans to work towards your financial goals. This involves understanding your goals, objectives, risk tolerance, investment time horizon and individual situations. After we have completed your financial plan, we can work with you to adjust your asset allocation and diversification of your portfolios according to market moves and your personal needs. *Our team offers financial planning, within our capacity, as investment advisers to the satisfaction of our clients. After the delivery of the financial plan, we can help implement your investment strategy in our capacity as investment advisors or broker-dealer depending on your needs and the services selected.
