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Kestrel Investment is a San Mateo, CA-based company in the Financial Services sector.
Lamont Finanacial is a Wayne, NJ-based company in the Financial Services sector.
Coupling our professional experience with expert knowledge across all the areas that impact wealth, we help families create smart, forward-thinking plans for their futures. Our accounting, legal, tax, bill pay and concierge professionals collaborate in real time, reviewing our clients` opportunities and goals from all angles to help them achieve their goals. Working through similar situations faced by all of our families, we are able to share experiences and opportunities so all benefit.
American business owners have outstanding vision and perseverance. To build a great company, it takes ingenuity, determination, and dedication. From hiring good people to generating new customers we understand it is tough being a small business owner. Thats why solid financial partnerships can be the difference between a growing small business, those that just tread water and those that dont make it.