For over 45 years, Lax & Company has been privileged to help those in pursuit of their financial goals. This extraordinary amount of time in the industry has allowed our business to thrive and provide both businesses and individuals the support and tools needed to protect their families, manage their wealth, and plan for their family’s future.
Lax & Co., LLC truly knows a thing or two about taking care of family. Started in 1977, Marvin Lax grew a successful business based on integrity, trust, and a commitment to excellence. He passed these on to his son, Ryan Lax, who shares these same principles, and has been at the helm of the organization since 2008.
Our agency offers a wide range of financial products and services to both individuals and business owners. Leveraging the sound information that Lax & Co is able to provide, you will be able to identify your goals and make sound decisions to help reach them. We specialize in the financial lives of our clients by coordinating professionals, estate and tax planning, risk assessment, and strategic advice.
To enhance our services, Lax & Co. became an owner of Lion Street in 2016. Lion Street Advisor-Owners benefit from a carrier/product agnostic platform, specialized resources, proprietary technology, intellectual capital, and the collective clout of a nationwide network of elite, life insurance-centric practices.
Integrity, professionalism, and ethical behavior are paramount to their staff. Lax & Co. endeavors to know and understand each financial situation by recognizing the uniqueness of each individual, their resources, and goals. Successful, multi-generational financial firms that are rooted in the community are rare. Clients benefit from tremendous peace of mind knowing that as time passes, Lax & Co., LLC will be there to support their financial planning needs.