Financial Planning

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Financial Planning

Laidlaw Group, LLC is a SEC Registered Investment Advisor specializing in domestic equities. We use fundamental research with an emphasis on returns on capital in order to uncover companies trading at a discount to their intrinsic values.

Founded in 1998, we manage separate accounts using individual stocks, exchange traded funds and money market funds to meet our clients' goals. Our clients include:

Our goal is to provide superior returns for a given level of risk in each account. The firm's money managers and staff are directly accessible and accountable to all our clients to provide for their financial well-being. Press blue button for the Laidlaw Group website.

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Investments

Otto & Associates

914-232-5379

Sammax Consultants Ltd.

914-232-8200

Pound Ridge (Westchester)

Bank of America - Pound Ridge

800-432-1000

Bank of America brings the power of our human and financial capital to transform communities into vibrant, desirable places for people to live, work and raise families. By helping people achieve their financial goals, we strengthen the fabric of communities where we do business. We offer special business loans, mortgages and financial opportunities to help you realize your dreams.

Press blue button for more information about the Bank of America in Pound Ridge.

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Banking
Mortgages & Home Loans