Lyons Wealth Management, LLC - Winter Park (FL)

5 /5 Shane Adams: I called with an investment question and although I have not yet used Lyons Wealth Management as my advisors, Tom was more than helpful and answered several very detailed and complex questions. Ifthis is the service they give random potential customers, I have to give them a strong recommendation.

1 /5 Doug Tune: The one star is for the one large investment I made with one of the Lyons in house products tied to multiple dividend paying stocks in the US stock market. Its the one and only investment I ever made with a wealth manager. I made it a few months before interest rates started going up in 2022. Once the interest rates started going up, the investment dropped by about half. It came back briefly within about 30% of the original investment and I missed that window to sell. Now it is down by more than half. Im not going to look because its going to make me sad, but Im sure the stock market index has done well during this period. This is going to do it for me. Im sticking to index funds for the rest of my life. I dont really have anything negative to say about the company because I dont know them or have any other experience with them. I made this investment based on a recommendation from a friend.

1 /5 Mark Bunker: I met the Lyons Wealth team through a friend and decided to use them for investment management. Unfortunately, it turned out to be one of the worst financial decision I’ve ever made. Overall, this has been a deeply negative experience. I would not recommend Lyons Wealth to others.