Services Offered
Retirement Planning
Customized strategies to secure your financial future and ensure comfortable living post-retirement.
Wealth Management
Comprehensive investment and asset management services tailored to your risk tolerance and goals.
Insurance Solutions
Personalized insurance policies, including life and health, to protect you and your family.
Financial Consulting
Expert advice on financial planning, budgeting, and long-term security strategies.
Estate Planning
Services to help manage and transfer wealth efficiently, including for unforeseen circumstances.
Reviews
4.2(5 reviews)
Rating Distribution
5
4
4
0
3
0
2
0
1
1
J
Jean Casagrande
via Google
about 2 months ago
C
Claudio Canivevia Google
6 months ago
The team at Lonestar consistently goes above and beyond. Smart, attentive, effect, responsive and professional are just a few words I would use to describe Mike and his team. Highly recommend.
J
John Parkervia Google
over 1 year ago
I was told my my investment was too risky for them. Not 20 minutes later, I see this 😂 my investment is risky? Okay boomer
N
Noel Owensvia Google
over 5 years ago
When my stepdad was diagnosed with cancer and was having to retire from his job, we took their financials concerns to LoneStar. Jon and Mark listened to what the fears and concerns were for my mom & stepdad and tailored a retirement plan that fit their needs and desires going forward. My stepdad ended up loosing his battle in 2013 and (despite his working years being cut short) my mom is able to live comfortably without worries about the future . Thanks Jon and Mark @ LonStar Wealth Management. #financialsecurity #retirement #wealthmanagement #lonestar
N
Neveragaingaming Never again armyvia Google
over 8 years ago
Never going to anywhere else great people
