Our Services

The Lexington Financial Group is an independent broker-dealer with no ties to any proprietary financial product. That means we help you reach your goal utilizing the full range of financial products available on the market today. Call us today at (315) 637-7207 to learn how we can help you in one or more of these areas:

Wealth Management: We learn about you and your goals, and advise you on the right products to help you get where you want to be.

Retirement Planning: We work with you through the accumulation phase to help you maximize your savings, and then through the distribution phase to help you minimize your tax penalties.

Corporate 401(k) and 403(b) Plans: We help you attract and retain the best and brightest employees by helping you offer 401(k) plans for your company or 403(b) plans for your non-profit.

Estate Planning: We make sure your financial legacy is distributed the way you want it to be.

Insurance for Individuals: We work with individuals to provide health, life, long-term care and disability insurance.

Corporate Insurance Plans: Do you want to keep your employees safe, healthy and happy? We help you offer group health, group life, group dental and group disability insurance plans.