The Lyman Group

The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for our clients and their unique needs. The company's slogan, "Helping clients protect their wealth while helping them pursue retirement goals," reflects its commitment to providing comprehensive financial services. The firm operates in the finance, financial services, and insurance industries. The Lyman Group prioritizes education and empathy to provide a safe and enlightening environment for clients to answer tough questions and chart a course for themselves and future generations. It offers securities and investment advisory services through M Holdings Securities, Inc., a registered broker/dealer and investment advisor. It's crucial to note that the firm's social media disclosure emphasizes that the testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. The company also emphasizes that the material and opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. Overall, The Lyman Group's long-standing presence and focus on client relationships position it as a trusted player in the financial services industry.