Experience Makes all the difference
At Flanagan Bruner Lizza Wealth Management, personal service and attention count. We focus on you as an individual and believe that no effort is too great to ensure you have the right information, guidance and advice to make smart investment decisions about your wealth planning choices.
Our experienced team is led by two Wealth Advisors, a designation that is only earned by an elite number of UBS financial professionals. As Wealth Advisors, they offer a customized approach to financial planning built on personal relationships with multigenerational families, a wealth management philosophy that permeates our entire team.
With a depth of industry experience and backed by the global resources of a leading wealth management firm, we are always ready to take care of your concerns. We enjoy addressing the challenges you face with customized planning solutions and are fully invested in your success, so that you can be confident in your financial future.