The Lipton Hart Group, based in Northbrook, IL, is a team of dedicated Financial Advisors committed to providing quality strategies customized to their clients' needs. With extensive experience in stock and bond portfolio management, they offer financial advice relating to portfolio management and retirement planning to individuals, families, and businesses. Their knowledgeable perspective, good judgment, and broad experience help clients meet their challenges and seize opportunities in today's complex markets.
Robert Lipton, Senior Vice President Wealth Management Financial Advisor, has been a financial advisor since 1984 and has a wide range of clients, including professionals, entrepreneurs, small to mid-size corporations, and diligent savers. Morton Hart, Vice President Wealth Management Financial Advisor, brings industry recognition and expertise in portfolio management and retirement planning. Kathleen Collier, Associate Director Team Administrator, has over 30 years of experience in financial services and is known for her problem-solving skills and vast knowledge of the business. Together, The Lipton Hart Group aims to be their clients' primary source of financial advice, building lasting relationships and helping clients organize their finances for both short-term needs and long-term goals.
Generated from the website