Testimonials

“Brad is one of the most talented and respected individuals I have seen in the business. Both Brad and his company are at the top of their class. He displays constant professionalism and character, and is someone who brings exceptional value to his clients.”

Blas Moros
Director, Microsoft. Co-Founder, Microsoft Latin America

“I have worked with Lane Financial Corporation for years and all along the way they have proven to be one of the best in the industry. Brad and his team have superior knowledge, expert strategy in plan design, huge leverage in the market to negotiate the best pricing, and a primary concern to deliver what is in our best interest.”

Charles Patton
VP Global Compensation & Benefits, Ryder (Fortune 500 Company)

“Brad has shown exceptional dedication and talent in serving on both our Planned Giving Committee and our Young President’s Executive Board. We are very fortunate to have someone with his energy and stature in the community. He clearly represents the future leadership of Miami as well as the Mount Sinai Medical Center.”

Steven Sonenreich
President & CEO, Mount Sinai Medical Center

“Brad is a highly skilled advisor and a true visionary in assessing his client’s needs. As a client of Lane Financial Corporation, I now have a solid plan with products that will maximize my financial position and give me peace of mind about my family’s future.”

Bruno Barreiro
Chairman, Miami-Dade Board of County Commissioners