Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
I have had the distinct pleasure of working closely with Lawrence and his team at Lobo & Associates. Lawrence has been extremely attentive and has made me feel that my investments are in the very best hands. We meet on a regular basis and he has done a very thorough job of explaining my options to me and educating me on how to effectively plan for my financial goals. I appreciate his authenticity and have absolutely no hesitation on recommending him.
The financial planning that Lawrence and his team have been able to offer gives me confidence in my future and takes a lot of stress off my shoulders. He takes my concerns into consideration and is actively involved in creating a plan that suits our needs.
Working with Lobo & Associates Private Wealth Management, my wife and I have had the pleasure of working with Lawrence and his team in developing a financial plan for our present and future family. Our experience with Lawrence and his team has been exceptional and we feel complete trust in their ability to responsibly manage our money and our investments. Lawrence is very attentive to our goals and has helped us to be further responsible with our hard earned money for present times, as well for planning for our future. Lawrence is very approachable, kind and portrays genuine concern for our finances but also our personal lives. We completely trust him with our investments and often go to him asking for advice on our finances. Lawrence is always willing to give advice when asked and helps educate in different matters related to finances, business opportunities and even how to save for leisure activities. My wife and I appreciate everything he has done for us and I would highly recommend him to all my family and friends.
My wife Gail and I have a lot to be thankful for. We are retired debt free and financially secure for the rest of our lives. We agree that we would not be in this position had it not been for the personal, professional and caring help and guidance of Lawrence Lobo. Our journey with Lawrence started over 20 years ago. When we first met we were not self-sufficient and lacked the financial acumen to improve our status. But, we recognized that Lawrence possessed the expertise needed and we knew instinctively that we could trust him. He guided us through difficult times and enabled us to understand the choices we had available. Thankfully we listened, weighed the options and with his help made good choices. We have recommended Lobo & Associates to others who have expressed major appreciation and benefitted immensely. We recommend Lobo & Associates without reservation.