Lobdell and Lane Wealth Management

Lobdell and Lane Wealth Management Lobdell & Lane Wealth Management is an independent investment advisory firm with offices in Benicia He served as an officer in the US Army from 1972-1979.

Mark Lobdell has been providing financial planning services since 1978, with an office in Solano County since 1993. He graduated from Eastern Washington University with a Bachelor of Arts Degree in Business in 1973. He specializes in helping families pursue their financial goals. Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Advisory servi

ces offered through First Allied Advisory Services, Inc. A Registered Investment Adviser. www.finra.org
www.sipc.org

All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Friday nights are for ! & !
03/19/2022

Friday nights are for ! & !

Lobdell & Lane is off and running, prepared to equip you and your loved ones to make an impact in 2021 like never before...
12/21/2020

Lobdell & Lane is off and running, prepared to equip you and your loved ones to make an impact in 2021 like never before. Lane your personal adviser is dedicated to assisting you in "Building Financial Bridges to Wealth and Retirement" Schedule your No Obligation Consultation today to begin your process! You are entitled to a STRONG Finish and a FAST START>

Forbes explains how life insurance comes into play with estate taxes:
01/16/2018

Forbes explains how life insurance comes into play with estate taxes:

When life insurance mixes with estate taxes, the results can be good or bad. If you have significant assets, understanding this intersection is essential.

Merry Christmas & Happy New Year from Lobdell Investments! We hope that your year ends with joy and happiness. We are ex...
12/20/2017

Merry Christmas & Happy New Year from Lobdell Investments!
We hope that your year ends with joy and happiness. We are excited for all the new year will bring. We are planning to launch some exciting news.

Visit our website for online access to your accounts and other news.

Happy Holidays!

Truly,

Mark and Simone

We hope that your year ends with joy and happiness. We are excited for all the new year will bring. We are planning to launch some exciting news. 

Want to find out how to maximize your Social Security? Come join us Monday June 5th at the Holiday Inn Express in Benici...
05/23/2017

Want to find out how to maximize your Social Security? Come join us Monday June 5th at the Holiday Inn Express in Benicia at 6 PM! Can't wait to see you there!!

Owner Mark Lobdell and his managing partner Simone Lane
05/12/2017

Owner Mark Lobdell and his managing partner Simone Lane

Address

831 E 2nd Street Suite 101
Benicia, CA
94510

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17077453939

Website

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