Where are you getting your insurance and financial strategy? Newspapers? Seminars? Web sites? Cable TV? Friends? While the financial media often provide helpful information, they cannot take the place of experienced financial professionals who are familiar with your particular situation and can offer personalized strategies.
The Lazzarone Group, LLC brings together two generations, with over 35 years combined service, of business and personal insurance, and financial services experience to their customers. Today, Dale and Ro and their staff provide services in the areas of business continuation planning, executive benefits, retirement strategies, estate planning, health insurance, charitable giving, life insurance, Long Term Care Insurance, and employee benefits. Through NYLIFE Securities, Dale and Ro can provide a wide array of products and services, including mutual funds, and variable annuities. While our client list is long and varied, three areas we specialize in are: financial and estate strategies, closely-held business planning, and employee benefits. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which insurance and/or financial products can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
