Brian Lantz

Brian Lantz
Officer Financial Consultant Truist Investment Services, Inc.

40 Center Square

Greencastle, PA 17225

Brian.lantz@truist.com

Phone 717-593-2582

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About me

Background

As a member of The Horst Group of Truist Investment Services, Inc., he is part of a practice specializing in financial planning, investment strategies, risk management, retirement planning, estate planning, and wealth transfer. 

Truist Investment Services, Inc. is a full-service broker-dealer that is an integral part of Truist Bank – one of the nation’s largest financial services organizations. When clients bring their investment needs to Truist they benefit from a long history of management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, clients establish a relationship with a team of trusted advisors who can address all types of financial needs.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Information Technology, B.S.
Purdue University Global 2015

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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