Lax & Co.

Lax & Co. Lax & Co. is a full-service financial firm located in Rhode Island committed to helping those in pur Leveraging the sound information that Lax & Co.

is a full-service financial firm located in Rhode Island committed to helping those in pursuit of their financial goals. Our agency offers a wide range of financial products and services to both individuals and business owners. is able to provide, you will be able to identify your goals and make sound decisions to help reach them. We specialize in the financial lives of our clients by coordinating

professionals, estate and tax planning, risk assessment, and strategic advice. To enhance our services, Lax & Co. became anowner of Lion Street in 2016. Lion Street Advisor-Owners benefit from a carrier/product agnostic platform, specialized resources, proprietary technology, intellectual capital, and the collective clout of a nationwide network of elite, life insurance-centric practices. For over 45 years, we have been privileged to work and cultivate relationships with many clients, including doctors, high-net worth individuals, and multi-generational business-owners. Integrity, professionalism, and ethical behavior are paramount to our staff. endeavors to know and understand each financial situation by recognizing the uniqueness of each individual, their resources, and goals.

*Securities offered through Cadaret, Grant & Company, Inc. member FINRA/SIPC. Lax & Co and Cadaret, Grant & Company are separate entities

09/11/2021
05/12/2021

Frank Giorgio

05/07/2021

We are excited to introduce our newest team member!! Help us welcome Martha Clancy in her role as Client Relations Assis...
05/05/2021

We are excited to introduce our newest team member!! Help us welcome Martha Clancy in her role as Client Relations Assistant. Her experience is exceptional and we know she will do well!

05/03/2021

It's Monday - let's do this. We never stop working for our clients.

It's ! Ozzy Lax is here for it.
03/23/2021

It's ! Ozzy Lax is here for it.

Address

3616 Post Road
Warwick, RI
02886

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14017387776

Website

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