Lingenfelser Financial Services

Lingenfelser Financial Services

3 employees
23 years in business

About this pro

I offer sensible & straightforward down to earth financial planning. I've adopted a more conservative and traditional approach to managing money. I don't chase the fads, the gimmicks or the hot stories of the day. I belive that  a disciplined, long term, buy quality and hold outlook (as opposed to making hasty reactions to the headlines) is the    far better ivestment strategy.

I find it personally gratifying to design and implement successful wealth building investment programs for my    clients who soon become friends.

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Pittsburgh, PA 15237
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What is your typical process for working with a new customer?

Before I make any recommendations or put any investment programs into place I first need to have a clear understanding of the prospects overall goals and financial situation.  This is usually done with having open discussions with the prospect as well as having them fill out my financiall planning questionnaire.

What education and/or training do you have that relates to your work?

I have over 35 years of experience as a financial advisor. I have been a certified financial planner (CFP) since 1987.     My other financial services credentials are.... Branch Manager, Investment Advisor Representative (IAR), Securities Principal, registered Representative, Insurance Agent  & Certified Divorce Planner.

Do you have a standard pricing system for your services? If so, please share the details here.

I do not have a standard pricing system for my services because all asccounts have their own set of circumstances.   After I discuss pricing costs with a prospect we decide together which system fits them best.

How did you get started in this business?

Right out of college. This is the only profession I have known. 

What types of customers have you worked with?

My customer base does not fall inside of any kind of catagory

and so the best answer to that question would be.... "all kinds".

Describe a recent event you are fond of.

I just got back from a golf trip in Ireland with my sons. Spending quality time with family is always great.

What advice would you give a customer looking to hire a company in your area of expertise?

Keep looking until you find someone that's likable, knowledgeable and trustworthy.  You need to know             that your advisor is always looking out for your best    interests.

What questions should customers think through before talking to companies about their needs?

Customers should be able to approach any company (before becomming a client or incurring any costs) with their financial questions and concerns. Sometimes they don't even know the right questions to ask. They first need to be comfortable with their advisor in order to have positive interactions and information sharing.

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