The Lester Investment Group

The best returns are more than financial

We help people accumulate wealth, protect wealth, transfer wealth and achieve financial independence. 

Solutions

To help accomplish your objectives, we deliver a wide range of financial solutions:

• Wealth Management Planning
• Retirement Planning
• Estate Planning
• Charitable Planning
• Account Management Services

Global Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

Take the next step

We welcome you to experience The Lester Investment Group difference for yourself. Contact us today to set up a meeting.