We want to help make your dreams a reality

At Lepper Financial Services, we offer investment, insurance, wealth, and estate planning services for families, professionals, and business owners with or without corporations.

We are wealth builders and protectors for individuals, families and small to medium sized businesses. Whether you're starting out, consolidating, or transitioning your money, we are your home for sage advice, and caring service.

We help clients reach their goals with careful planning and review. Using a fact-finding process that checks for compatibility, goals, values, lifestyle, and spending habits, we will collaborate to eliminate any financial gaps, so that wealth can be built and protected, both now and into the future.

Financial emergencies, health issues and premature death are possibilities. These concerns can dramatically impact your ideal lifestyle and goals. We strive to help our clients withstand these risks regardless of when they might occur.

Products and services

Finding the right products and services is important, whether you plan to fund your child's education, build a successful business or retire comfortably.

Read the GLC invesment commentary

Check out our blog

We post regular updates about market trends, financial products, and current research to help keep you informed.

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Let's get started

Book an appointment with us today if you'd like to meet and discuss your financial needs.