At Bannon, Ohanesian & Lecours, Inc., we can help you clarify and
implement your personal financial goals.
Recognizing that every case is unique, we customize the plan to your specific
situation. We coordinate your financial affairs and address the range of
financial and estate planning issues that you and your
beneficiaries are likely
to face.
Our goal is to help you grow and preserve your assets. While portfolio performance depends on many factors, our strategy seeks to minimize volatility while pursuing long-term growth. We attempt to do so by diversifying your portfolio across a wide range of asset classes.
Our combination of resources and experience makes us uniquely suited to meet the special needs of our clients. We offer the highest standards of quality, integrity and customer service.
Careful planning is essential -- financial and otherwise. No matter what your financial concerns -- whether you are seeking to minimize your taxes or maximize the value of your estate - the solutions will become much clearer with a coordinated investment strategy.
As an independent Broker/Dealer and Registered Investment Advisor we can offer a wide variety of investment management programs:
- Stock and Bond Portfolio Management
- Balanced Portfolio Management
- Portfolio Analysis
- Portfolio Design and Review
- Mutual Fund Timing
- Asset Allocation Models
- Mutual Fund Management
- Dollar Cost Averaging
Important Financial
Planning Information - The information contained herein is general in
nature and should not be considered legal or tax advice. This information is
provided for general educational purposes only and you should bear in mind that
laws of a particular state and your particular situation may affect the
information contained herein. You should consult with your attorney or tax
advisor regarding your specific legal or tax situation.
Contact an investment professional to answer questions and assist you with this process.