Job summary
Company overview
Lenox Advisors is a wealth management and insurance advisory firm that provides personalized financial planning, investment management, and insurance solutions to high-net-worth individuals, families, and businesses. They generate revenue through advisory fees, commissions on insurance products, and asset management fees. Founded in 1998, Lenox Advisors has built a reputation for integrating comprehensive financial strategies with a client-centric approach, emphasizing long-term relationships and tailored financial solutions. The company is known for its expertise in estate planning, retirement planning, and risk management, making it a trusted partner in navigating complex financial landscapes.
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