Lakin & Warren Financial Group of Truist Investment Services, Inc. Lakin & Warren Financial Group of Truist Investment Services, Inc.

Lakin & Warren Financial Group of Truist Investment Services, Inc.

115 N Cameron St

2nd Floor,

Winchester, VA 22601-4729

Who we are

The Lakin & Warren Financial Group of Truist Investment Services, Inc.  is an investment management team serving the complex investment and planning needs of individuals, families and small businesses through a specialized client service approach.

With over 35 years of combined experience in the local financial industry, the Group develops and refines a process using organization, accountability, objectivity, proactivity, education and partnership to provide solutions that take our clients from where they are to where they want to be. We leverage our extensive knowledge and experience to provide customized solutions to secure your future. This includes discussions in areas such as asset management, income management, education funding, retirement planning, long-term care, insurance, wealth transfer and estate planning services.

Check the background of this investment professional on FINRA's BrokerCheck

Specialties

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

  • 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

  1. Identify and Prioritize Goals
  2. Develop Comprehensive Strategies
  3. Implement Plans
  4. Monitor and Evaluate Based on Goals
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