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Assurance that your best interests always come first.
LSNB Investment Services focuses on getting to know you and understanding your personalized needs, which allows us to create a customized wealth management strategy aligned with your short and long-term objectives.
Comprehensive Financial Strategies
Evaluate your current and future financial state.
Invest in a pool of funds collected from investors for diversification.
Designed to accept and grow funds and then pay at a later point.
Stocks and Bonds
Own shares of corporations with stocks and loan money to corporations with bonds.
Include private equity, hedge funds, managed futures, real estate, etc.
Plan for your children's future education.
Determine your retirement goals and how to achieve them.
401k/Profit Sharing Plans
Plans that give employees shares in the profits of companies.
Meet Our Team
The Lone Star National Bank Investment Services team includes a group of talented Financial Consultants that will work with you to identify your personal needs and values, then implement and monitor a plan designed to help you pursue financial independence.Contact Us
Investment Services Manager, Financial Consultant
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