Congratulations to Ron Lara,CFP, Jack May, CFP and Curtis Congdon, CFP, CRPC on their inclusion in Northern Virginia Magazines “2017 Top Financial Professionals List“. To compile this listing, the Northern Virginia Magazine sent surveys to area financial processionals asking them to nominate other experts to whom they would recommend friends or family who needed financial planning advice. Those on the list received the most nominations.
LMA Named to 2015 Financial Times 300 Top Registered Investment Advisors
June 18, 2015
Lara, May & Associates, LLC (LMA) is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisors, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.
This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
“We are honored to be named to the list,” said LMA President, Ron Lara. “The Financial Times is regarded internationally as a top business news source and this inclusion means a lot to our firm.”
- Interactive financial planning with your Advisor
- Your own, personalized financial portal, which includes:
- Personal website with 24 hour access to all of your financial information.
- Account Consolidation- connect all your accounts for a consolidated view.
- Education Center – a library of videos and resources to increase your financial knowledge.
- Spend Tracking – know how much you are spending and where.
- Budgeting Tools – set budgets to help you reach your savings goals.
- Investments – interactive charts and detailed views provide you with increased visibility into your accounts.
- Intraday Investment Updates
Ask your Advisor how to set up your LMA Wealth Portal or click here for the video presentation.
Fridays with Jack (FWJ)
Informative networking luncheons featuring guest speakers covering topics important to you! Hosted by our own Jack May, CFP®. Now in its’s 16th year, Fridays with Jack are typically held once a month in either Tysons Corner or Falls Church, Virginia.
For information on the next session and to RSVP, contact Jack May at email@example.com or 703-761-3904.
Northern Virginia Chamber of Commerce
7900 Westpark Drive, Suite A550
McLean, VA 22102
8:00 am – Registration & Breakfast
8:30-10:30 am – Program
How can donors greatly increase their after tax income from their IRA’s for both themselves and their heirs? How will 2017 be the best year for certain charitable strategies? Join E. Ronald Lara of
Lara, May & Associates for this special presentation and learn how the forgotten Pooled Income Fund can benefit the donor and the charitable organization.
RSVP to Tara Nadel at the Community Foundation for Northern Virginia with your questions.
firstname.lastname@example.org | (703) 879-7637