Our team has the know-how and the heart to help you.
Not everyone who manages money has your best interest at heart. We do. That means we put your needs ahead of ours. We document our processes so we can prove we’re acting in your best interest as custodians of your money. As independent advisers, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing.
Neal Sereboff chose his career in the financial services after leaving the Telecom industry. He wanted to find something he was passionate about, and that ended up being helping families with their wealth management needs. Today, as the president of his company, LCF Financial, he dedicates his time to giving his clients the advice—and the retirement strategies—that they deserve.
Neal completed a Bachelor of Science in Mechanical Engineering and in Agricultural Engineering at the University of Maryland, College Park. He completed his M.B.A. at Johns Hopkins. In addition, he’s a Certified Retirement Counselor. When he’s not at work, he likes to spend his time with friends and family, including his wife, Terry, who works with him at LCF. He also loves to go fishing.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through LCF Advisors, LLC. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19586 - 2019/12/31 The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential strategy. For more information, contact the Social Security Administration office, or visit www.ssa.gov.