Company Information

Get to know LMS Tax & Insurance Solutions

LMS Tax & Insurance Solutions is a family-owned financial services company dedicated to offering personalized guidance and solutions. The firm's mission is to help clients manage financial risks and achieve their long-term goals by providing comprehensive services in tax preparation, tax planning, and various types of insurance, including life, health, and disability. They emphasize building long-term relationships based on trust and expertise to ensure clients' financial security and peace of mind.

Industry

Financial InsurancePRIMARY
Financial Other Service

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LMS Tax & Insurance Solutions

United States

Founded in

1981 (45 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.