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Financial Consultant
Washington , PA
724-222-9220
Email
Paul Lukas joined Parker/Hunter, a division of Janney Montgomery Scott LLC,
in 1997 after spending almost four years working for a local mutual fund
company. As a Financial Consultant, Paul offers individual clients a full
range of investment products and services including stocks and bonds,
mutual funds, IRAs, annuities, asset management, retirement planning,
estate planning, and insurance. Paul also works with corporate clients
by developing retirement plan and insurance programs for their companies.
When structuring a plan, Paul carefully reviews a client’s current
financial situation and then bases his recommendations on their investment
goals and objectives taking into consideration the client’s risk
tolerance and investment time horizon. Paul’s investment philosophy
focuses on serving each client as an individual and delivering hands on
service. He accomplishes this with constant client communication, responding
immediately to questions, and maintaining a high level of client service.
Office:
Washington , PA
Financial Services:
Stocks, bonds, mutual funds, CDs, IRAs, insurance, financial planning,
retirement planning, estate planning.
Personal:
Paul is a lifetime resident
of Washington, Pennsylvania. He attended Robert Morris College and received
a Bachelor of Science degree. Paul is a member of the Washington County Manufacturers
Association. He resides in South Strabane Township with his wife Lisa
and young daughter Lauren. Paul enjoys golfing and traveling with his
family.
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