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Disclosures

 

 

 

 

Form ADV Part 2A - Disclosure Brochure

Form ADV Part 2B - Disclosure Brochure Supplement

Form ADV Part 3 - Client Relationship Summary (CRS)

Lantz Financial LLC Privacy Policy 

 

 

 

For additional information, please contact us at:

Clientservice@lantzteam.com

Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser.

This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside.

All content on this site is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party's informational accuracy or completeness.

Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.

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You are now leaving the Lantz Financial Team website and will be entering Charles Schwab & Co., Inc, ("Schwab") Website.

Schwab is a registered broker-dealer, and is not affiliated with the Lantz Financial Team or any advisor(s) whose name(s) appear on this Website. Lantz Financial Team are independently owned and operated. Schwab neither endorses nor recommends [Lantz Financial Team, unless you have been referred to us through Schwab Advisor Network®. This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation. Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Lantz Financial Team under which Schwab provides Lantz Financial Team with services related to your account. Schwab does not review the Lantz Financial Team Website and makes no representation regarding the content of the Website. The information contained in the Lantz Financial Team Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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