John Lawler

Services Offered

• Holistic financial planning
• Investment strategies
• Insurance strategies
• Asset protection
• Wealth management

About

John Lawler is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and needs. John employs an in-depth discovery process to understand clients' specific situations, time horizons, and risk tolerances. He primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection while addressing complex financial issues.

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