Updates

Have you been #unsucessful at creating a full proof #saving #plan? Well, Lobdell and Lane Wealth Management is here to help! Here is a sure fire way to change your outcome one small step at a time... And the best part is WE WILL HELP! Not just in sharing and showing you small incremental ways to ...

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Free Legacy Binder _ Emergency Plan

Dec 28, 2020 – Jan 8, 2021

Providing security for your loved ones is essential in this ever changing cultural climate. Knowing where vital documents and sensitive information is located, at the time of an emergency is critical. Does your family have a document vault, a Legacy Binder or a special location to access all of t...

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Show this code at the store: #LEGACYBINDER2021
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The year is ending and a New Year is beginning, are you prepared to make the necessary investments in YOU this year? Call Lobdell & Lane today, to schedule your no obligation consultation!

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Things are changing! Lobdell Investments is now "Lobdell and Lane Wealth Management"
Select a meeting time and lets work on securing your financial future! With over 40 collective years of experience and countless success stories, we are here to help! Call us today~

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Reviews always matter in a climate where literally everything is an online option, help us celebrate and share the credibility of our historical community wealth building practices. Share your experience with us and with future legacy builders.

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LOBDELL AND LANE IS DEDICATED TO SECURING YOUR FUTURE WITH LICENSED AGENTS, 50+ YEARS OF EXPERIENCE AND INTEGRITY TO FOLLOW THROUGH. REPUTABLE, RELIABLE AND RESPONSIBLY MANAGING YOUR PORTFOLIO WITH GREAT REGARD.

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Testimonials

4 months ago
My mom has been a client of Lobdell and Lane Wealth Management for many years. Mom worked with Mr. Lobdell for many years and now we work primarily with Ms. Lane and her associate Liana. The staff at this company take the time to get to know their clients personally and professionally. They are responsive to every inquiry and are thorough and clear in their communication. If you are looking for financial advisors who have the a high level of skill and knowledge, integrity, and kindness call them. I know that my mom is going to be taken care of and that she and I will rest easy knowing she is in their very capable hands.
- Kimberly D
8 months ago
Every now and then, we encounter our prayers in the flesh in the form of a person. Her heart, her wisdom, her desire to innovate and recreate wealth in the communities that she serves is admirable. I appreciate her experience and her exposure but more importantly her willingness to share, show and shape my financial future in both patronage and in training. Excited about the legacy I will leave as a result of the connection, yet the reality that we can create culture is the part that makes my heart smile most. Thank you for being you Simone.
- Dionne T
Lobdell & Lane Wealth Management offers retirement and financial planning services through brokerage or advisory services. However you choose Lobdell & Lane Wealth Management can develop a long-term plan for your future and retirement needs

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Contact

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  • (707) 745-3939

Address

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831 E 2nd St
Suite 202
Benicia, CA 94510
United States

Business Hours

Mon:9:00 AM – 5:00 PM
Tue:9:00 AM – 5:00 PM
Wed:9:00 AM – 5:00 PM
Thu:9:00 AM – 5:00 PM
Fri:9:00 AM – 5:00 PM
Sat:Closed
Sun:Closed
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