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      Details

      Three features distinguish Lassus Wherley from many other financial planning firms: personal service; Fee-Only advice; and leading-edge technology.

      General Info

      As a Fee-Only wealth management firm Lassus Wherley has expertise in investment management, financial planning, trust services, tax preparation and family office support with two convenient offices located in Bonita Springs, FL and New Providence, NJ. For over 30 years we have used a team approach with all the services we provide and have helped hundreds of clients build secure financial futures. We work with individuals, couples, families, as well as charitable organizations, trust, estates, pension and profit sharing plans. Contact us for more information about our services.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 239-495-1520

      Fax - 908-464-9852

      Address:
      3333 Renaissance Blvd Ste 207 Bonita Springs, FL 34134
      Email:

      Link:

      http://www.lassuswherley.com

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      Categories
      Investment Management, Financial Planning Consultants, Taxes-Consultants & Representatives, Trust Companies
      Payment Options
      amex, cash, discover, master card, visa
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