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Jonathan Mazur created Luke Financial with the idea of helping you create an exceptional investment portfolio for today and tomorrow. 

Financial Security

Helping you secure your financial future is important to us. We work together to protect your assets and we are committed to providing you with financial reports of your finances and investments throughout our relationship.

Portfolio Planning

Do you have funds ready for a rainy day? Let us help you diversify your portfolio by looking at where you are today and where you want to be in the future. Together we can determine how best to get there.

Our Values

Value starts from idea generation, the first step in the investment process. But we don’t stop there. We are committed to research, and analyze investment options to get a well rounded understanding of how they will impact your portfolio. With our experience, we can help build a portfolio to meet your needs and desires.

COMPREHENSIVE WEALTH MANAGEMENT SERVICES

We help prepare you for a better tomorrow, even if you already have a plan today.

Our model utilizes and examines your existing retirement benefits and compliments them with a variety of financial solutions while focusing on asset preservation, income planning, and legacy planning.

How We Can Help

WHAT IS OUR APPROACH?

We believe not only in wealth accumulation, but also asset preservation and customized income distribution plans.

We are an independent financial advisory firm and have no conflicts of interest. We do not sell or own any proprietary product so we are free to advise you to the best of our ability without fear or favor to any financial product or service. We are not employees beholden to a family of funds or cookie cutter answers. We work with and for you, while keeping a keen eye on your dreams, goals, and desires.

About Our Process

WHY LUKE FINANCIAL?

We work together to create advanced strategies for you and your family’s future.

Luke Financial Company is a financial services firm dedicated to helping you learn about and implement investment strategies, ideas, and solutions to most effectively manage and preserve your wealth at any stage of life. We are committed to maintaining our relationships and offer a wide range of seminars, presentations, and workshops, in addition to our individual one-on-one meetings.

Who We Serve

Luke Financial Logo

6860 N. Dallas Parkway, Suite 200

Plano, TX 75024

Phone: 972-265-7990

Email: jonathan@lukefinancial.com

Visit Our Blog

Learn more about us at our blog.

Get started today by completing our Financial Security Checklist.