Lesko Financial Services, Inc. is a trusted financial planning firm based in Vestal, New York, dedicated to helping individuals and families achieve their long-term financial goals. With over three decades of experience, the firm offers personalized investment and retirement planning strategies tailored to each client’s unique needs. As a locally owned and operated firm, Lesko Financial emphasizes building lasting relationships through transparent advice and a client-focused approach.

Their team of financial professionals works closely with clients to develop customized plans in areas such as wealth management, tax-efficient investing, and estate planning. Lesko Financial is particularly recognized for its educational outreach, often providing financial literacy resources and hosting seminars to empower the local community. The firm takes pride in its independent status, which allows them to offer objective advice without external influence from large financial institutions. They are also affiliated with respected financial networks, enhancing their service capabilities and resources.

Whether you’re planning for retirement, navigating complex tax concerns, or seeking to grow your wealth, Lesko Financial Services delivers strategic guidance grounded in integrity and experience.

Website: https://leskofinancial.com/

Key Services:

– Retirement income and investment planning
– Tax planning and tax-aware investment strategies
– Estate and legacy planning
– Wealth management and portfolio design
– Education and college savings strategies
– Insurance review and risk management
– Financial planning for small business owners
– Social Security and Medicare planning