Lloyd Naes, CFS, CLU®, ChFC®, CFP®

Financial Representative

Cornerstone Financial Group
#4 CityPlace Drive
St. Louis, MO 63141

Phone: (314)567-8351
Fax: (314)567-9996
E-mail: lnaes@cfg1844.com

Lloyd Naes is a Financial Representative with New England Financial. He has extensive experience in tax strategies, business planning and individual financial services through his history as both a CFP^® certificant and Certified Public Accountant. He has achieved his MBA from St. Louis University and holds the designations of CFP®, CPA, CFS, and PFS. Lloyd’s work in the financial industry allows him to provide valuable services to clients who are committed to enhancing their future and want to attain specific financial goals. His passion and beliefs that setting and attaining financial objectives is a critical part of life and his role in that process gives him a great deal of satisfaction. Lloyd is an active member of the St. Louis community and is involved in several organizations including American Institute of Certified Public Accountants, Missouri Society of Certified Public Accountants, Association of Legal Administrators (served as committee and board member), serves on various community and development boards and is an Officer of Tower Grove Tennis Club. Lloyd Naes is a registered representative of New England Securities.

New England Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.