About Us
Lamont Financial evolved from the firm Elder, Donaldson & Crofts in 1997. In
over 60 years of providing exceptional service and advice the organization has
always been committed to helping it’s clients achieve their financial and life
planning goals.
We have evolved from a pure insurance firm to one of estate
planning and wealth management, providing our clients with creative capital
accumulation and preservation concepts, strategies and products.
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