Lon B Moss

Financial Advisor

Personal

Lonnie Moss has been involved in the insurance and financial services industry since 1978. He continues his education to stay abreast of new developments in the industry so that his clients receive comprehensive and strategic information. In his second year, at the age of 27, he became the leading producer in his agency.

Lonnie has dedicated his career to furnishing a full range of services and products with a proven performance record. Thorough and innovative, he meets the needs of high net-worth individuals, successful professionals, business owners and retirees. He focuses on total financial planning, in which includes estate, retirement, insurance and education. He tailors investment and insurance programs to achieve the client's objectives while emphasizing asset preservation and a low level of risk.

Extensive background and knowledge in the financial, estate and retirement planning fields allow Lonnie to provide outstanding services to his clients. Lonnie monitors the progress of the goals that he establishes with the client and then recommends changes when appropriate. By using this philosophy, he has expanded his business through referral from satisfied clients.

Active within his community, he has served as a board member of his synagogue and his children's school. He has served as past president of a men's club, chaired various fund-raising efforts and served in the Big Brother organization for ten years.

Lonnie resides with his wife, Zulya, in Chester, NJ. In his leisure time, he enjoys sports, is an outdoor enthusiast and likes to garden.

 

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