LAMONT FINANCIAL, LLC
GAINESVILLE, FLORIDA

Lamont Financial, LLC is a distinguished full-service financial firm located in Gainesville, Florida. Incorporated on July 15, 2014, with a filing number L14000111226 as a Florida Domestic Limited Liability Company (FLAL), Lamont Financial serves individuals and business owners by offering comprehensive financial products and services designed to help clients achieve their financial objectives. Operated under the guidance of managers David Lamont, Sharon Lamont, and Joshua D. Lamont, the company aims to provide sound financial information that empowers clients to make informed decisions. With a commitment to developing lasting client relationships, the firm emphasizes clear communication about intricate financial products and services, enabling personalized and straightforward financial planning. Holding strong ties with numerous other financial service companies, Lamont Financial ensures access to a comprehensive array of investment and insurance offerings—even when such options are not directly available through its roster. This extensive network underlines their capability to address diverse financial needs effectively. Primarily serving the San Francisco Bay Area, though established in Gainesville, the firm's expertise extends to key areas like investment selection, risk management, tax strategies, and retirement planning. Contact Lamont Financial at (415) 883-5200 or (415) 421-5935 for a consultative introduction meeting and begin navigating a secure financial path today. For more information, visit their website at lamontfinancial.com. The firm is currently updated in its compliance standing with the latest annual report from February 5, 2024.