Lodge Financial

HistoryThe Steinhandler family of companies began in 1977. With a combined 50 years in the financial services industry, Zachary Steinhandler and Perry Steinhandler feel truly satisfied when clients are able to sleep better at night because of the strategies provided.SpecialtiesSteinhandler Wealth Advisors focuses on safe money strategies that get you to and through your retirement. We are fiercely committed to providing our clients with independent, unbiased advice.

Select services available at Fidelity Investor CentersWe have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be completed digitally or by phone:Paper check deposits with account number marked clearly on the checkNew account paper applications Completed paperwork Instructions for using the secure drop box will be posted on the Investor Center door. Also, please note that we cannot accept stock certificates at our Investor Centers.