Our process begins with a "Discovery Meeting," which allows us to explore together whether Lamia Financial Group is the best firm for you. After this meeting, if we feel we can add substantial value to your situation, we will provide you our view of how we might do so. If not, we will help you locate a firm that will better serve your needs.
Would you like to speak with one of our lead advisors regarding your financial situation? Click here to schedule a preliminary, no-obligation consultation call!
To contact us, call 805-494-3416, or send an e-mail to firstname.lastname@example.org.
100 E. Thousand Oaks Blvd., Suite 200
Thousand Oaks, California, 91360
(805) 494-3416 Phone
(877) 987-PLAN (7526) Toll-Free
(805) 725-3416 Fax