The Lyon Group | Cincinnati, OH

The Lyon Group

Contact Us

4357 Ferguson Dr. Suite 240
Cincinnati, OH 45245
  • Office: 513.753.9966
  • Toll Free: 800.875.5966
  • Fax: 513.753.1790

  • E-mail address: bill@thelyongroup.net
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  • Home
  • About Us
    • Our Team
    • Why The Lyon Group?
    • Clients We Serve
    • Executives & Professionals
    • Contact Us
    • Physicians
    • Noel’s Story
    • Life & Career Transitions
    • Schedule a Conversation
    • Clients
    • Insights
    • Junk Drawer
    • Sane Strategies Video Series
    • 365 Saturdays
    • Transformation vs. Transaction
    • Financial EKG
    • The Value of an Advisor
    • Tax Diversification
    • Protecting Human Capital
    • Holistic Balance Sheet
    • College vs. Retirement
    • Physicians Conundrum
    • How much life insurance?
    • Why We Got Into Video
    • Mt. Everest
    • Kid Friendly Financial Literacy
    • Goal Positioning Sheet (GPS) Checklist
    • What to Expect
    • The Lyon Group Fiscal Second Opinion Service
    • What We Do
    • Meet Bill Lyon
    • Meet Bob Nienaber
    • Meet Stacey Nienaber
    • Meet Josh Polkow
    • What to Expect
    • Biases
    • Goal Positioning Sheet (GPS) Checklist
    • Meet Andi Giordullo
    • Meet Joy Lawrence
    • Succession Planning
    • Executive
    • The Lyon Group Fiscal Second Opinion Service
    • Handling Market Volatility
    • How to Set Up Online Access
    • Tell A Friend
  • Products & Services
    • Services
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Contact Us
 
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  • Home

    • Contact Us
    • Our Team
    • Why The Lyon Group?
    • Clients We Serve
    • Executives & Professionals
    • Services
    • Contact Us
    • Physicians
    • Noel’s Story
    • Life & Career Transitions
    • Schedule a Conversation
    • Clients
    • Insights
    • Junk Drawer
    • Sane Strategies Video Series
    • 365 Saturdays
    • Transformation vs. Transaction
    • Financial EKG
    • The Value of an Advisor
    • Tax Diversification
    • Protecting Human Capital
    • Holistic Balance Sheet
    • College vs. Retirement
    • Physicians Conundrum
    • How much life insurance?
    • Why We Got Into Video
    • Mt. Everest
    • Kid Friendly Financial Literacy
    • Goal Positioning Sheet (GPS) Checklist
    • What to Expect
    • The Lyon Group Fiscal Second Opinion Service
    • What We Do
    • Meet Bill Lyon
    • Meet Bob Nienaber
    • Meet Stacey Nienaber
    • Meet Josh Polkow
    • What to Expect
    • Biases
    • Goal Positioning Sheet (GPS) Checklist
    • Meet Andi Giordullo
    • Meet Joy Lawrence
    • Succession Planning
    • Executive
    • The Lyon Group Fiscal Second Opinion Service
    • Handling Market Volatility
    • How to Set Up Online Access
    • Tell A Friend
  • Learning Center

  • Videos

The Lyon Group | Cincinnati, OH

The Lyon Group

Contact Us

4357 Ferguson Dr. Suite 240
Cincinnati, OH 45245
  • Office: 513.753.9966
  • Toll Free: 800.875.5966
  • Fax: 513.753.1790

  • E-mail address: bill@thelyongroup.net
LinkedIn
  • Home
  • About Us
    • Our Team
    • Why The Lyon Group?
    • Clients We Serve
    • Executives & Professionals
    • Contact Us
    • Physicians
    • Noel’s Story
    • Life & Career Transitions
    • Schedule a Conversation
    • Clients
    • Insights
    • Junk Drawer
    • Sane Strategies Video Series
    • 365 Saturdays
    • Transformation vs. Transaction
    • Financial EKG
    • The Value of an Advisor
    • Tax Diversification
    • Protecting Human Capital
    • Holistic Balance Sheet
    • College vs. Retirement
    • Physicians Conundrum
    • How much life insurance?
    • Why We Got Into Video
    • Mt. Everest
    • Kid Friendly Financial Literacy
    • Goal Positioning Sheet (GPS) Checklist
    • What to Expect
    • The Lyon Group Fiscal Second Opinion Service
    • What We Do
    • Meet Bill Lyon
    • Meet Bob Nienaber
    • Meet Stacey Nienaber
    • Meet Josh Polkow
    • What to Expect
    • Biases
    • Goal Positioning Sheet (GPS) Checklist
    • Meet Andi Giordullo
    • Meet Joy Lawrence
    • Succession Planning
    • Executive
    • The Lyon Group Fiscal Second Opinion Service
    • Handling Market Volatility
    • How to Set Up Online Access
    • Tell A Friend
  • Products & Services
    • Services
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Contact Us

William F. Lyon, and Robert (Bob) A. Nienaber III are collectively registered as an investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AL, AZ, FL, IL, IN, KY, MD, MI, MS, NC, TN, and VA. As such, these services are strictly intended for individuals residing in these states.

William F. Lyon, Robert (Tony) Nienaber, and Robert (Bob) A. Nienaber III are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 4357 Ferguson Drive, Suite 240, Cincinnati, OH 45245. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, FL, IL, IN, KY, MD, MI, MS, NC, OH, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

William F. Lyon, Robert (Tony) Nienaber, and Robert (Bob) A. Nienaber III are also agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, AL, AZ, GA, IL, IN, KY, MD, MI, OH, SC, TN, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

The Lyon Group is not owned or operated by NYLIFE Securities LLC or its subsidiaries. Neither the Lyon Group, its employees nor NYLIFE Securities LLC or its subsidiaries render tax legal or accounting advice. Please consult your professional advisors regarding your particular situation.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf