Lesko Financial Services, Inc. - Vestal, New York

Introduction to Lesko Financial Services, Inc.

Lesko Financial Services, Inc. is a reputable and established financial services firm dedicated to providing comprehensive financial guidance to individuals and organizations. Located at 400 Plaza Dr, Vestal, NY 13850, United States, the company operates with a commitment to transparency, integrity, and prioritizing the client’s financial well-being. They maintain a strong presence in the Broome County area and beyond, offering a range of services designed to meet diverse financial needs. Contacting them is easy via their Phone: 6077242421, or by visiting their website at Website: leskofinancial.com.

Specialties and Services Offered

Lesko Financial Services specializes in a variety of financial services, providing tailored solutions to their clients. Their core competencies include:

• Financial Planning: They assist clients in developing and implementing long-term financial plans, encompassing retirement planning, estate planning, and education funding.
• Financial Consulting: The firm offers expert advice on a wide array of financial matters, helping clients make informed decisions about investments, insurance, and debt management.
• Investment Services: Lesko Financial Services provides access to a range of investment opportunities, including stocks, bonds, and mutual funds, meticulously managed to align with individual risk tolerances and financial goals.
• Stock Brokerage: Clients benefit from professional stock brokerage services, facilitating the purchase and sale of stocks and other securities.

The firm prides itself on its ability to adapt to the evolving financial landscape, consistently updating its knowledge and strategies to best serve its clientele. They foster a client-centric approach, ensuring that each individual’s unique circumstances are thoroughly understood and addressed.

Location and Accessibility

The physical location of Lesko Financial Services at 400 Plaza Dr, Vestal, NY 13850 provides a convenient and accessible setting for clients. The office is equipped to offer both on-site and online appointments, catering to the convenience of their clientele. The facility is designed with accessibility in mind, featuring a Wheelchair-Accessible Car Park, a Wheelchair-Accessible Entrance, Wheelchair-Accessible Seating, and a Wheelchair-Accessible Toilet. Additionally, an appointment is required for scheduled visits, ensuring adequate staffing and personalized attention. Appointments are strongly recommended to maximize the benefit of the consultation.

Client Feedback and Reputation

Based on publicly available information, Lesko Financial Services enjoys a strong reputation for reliability and client satisfaction. The company currently holds 8 reviews on Google My Business, with an average rating of 4.5/5. This positive feedback reflects the firm’s dedication to delivering exceptional service and building lasting relationships with its clients. It suggests a culture of responsiveness, dependability, and a genuine commitment to understanding and meeting client needs. Specifically, partners like RJ Barber and RJ Barber’s colleague highlighted the ease and painlessness of the process, suggesting a streamlined and client-focused approach. Furthermore, the collaboration with organizations like the scholarship fund demonstrates a broader community engagement and a commitment to supporting local initiatives.

Key Features and Considerations

• Online Appointments: Clients can schedule and conduct appointments remotely, offering flexibility and convenience.
• On-Site Services: Traditional in-person consultations are available for clients who prefer face-to-face interactions.
• Accessibility: The office is fully accessible to individuals with disabilities, ensuring a comfortable and inclusive environment.
• Appointment System: A structured appointment system is in place to manage client flow and guarantee personalized attention.

Lesko Financial Services operates with a foundational principle of trust and client advocacy. They actively strive to build long-term partnerships based on mutual respect and a shared commitment to achieving financial goals. The firm’s dedication to providing comprehensive and tailored financial solutions positions them as a valuable resource for individuals and organizations seeking expert guidance and support. Their commitment to accessibility and responsiveness further enhances their appeal, demonstrating a genuine desire to serve their clients effectively.

👍 Reviews of Lesko Financial Services, Inc.

Tina B.

5/5

We partner with Lesko Financial Services on a scholarship fund that generously supports college-bound high school students from all over Broome County. They are responsive, dependable and work with us to better understand the financial climate we operate in. Specific shout-outs to Rich Pichura and Greg Lesko!

Jim B.

5/5

RJ Barber made the whole process very easy and painless. Lesko Financial is a company you can completely trust with your best interests in mind.

jennifer W.

5/5

I recently had a consultation with RJ Barber and had a great experience. He and his team were very helpful and generous with their time. Their office is in a great location and the staff is very welcoming and helpful.

Grant R.

5/5

I’m a young investor and Lesko has taken a lot of time to educate and coach me on investing and saving for my future

Monarco D.

1/5

I asked a representative at Lesko to sell a stock..he assured me he would take care of it as soon as he hung up...He never sold it nor did he ever remember the conversation either..the stock continued to drop...Lesko did not compensate me for the lost ...I give Lesko and the Management ZERO STARS....

gunnar R.

5/5

Wonderful people that really help us learn what our money is doing and where it's going

Matt B.

5/5

Easy to work with, Steve Smith is a great advisor.

Nancy G.

5/5