THE LAZZARONE GROUP, LLC

"We Have Your Best Interest At Heart"

Dale Lazzarone, LUTCF

Romeo "Ro" Lazzarone, LUTCF

 
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 an experienced financial professional who is familiar with your particular situation and can offer personalized strategies.
 

The Lazzarone Group, LLC brings together two generations, with over 30 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, and employee benefits.  Through NYLIFE Securities, Dale and Ro are able to provide a wide array of services, including mutual funds, asset allocated stocks and bonds.  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.

 

Welcome! Our work with clients involves these key areas:

Personal Planning - Helping you identify and accomplish financial goals of growth, family/asset protection, and distribution needs which are personalized to your unique situation.

Business Planning for Small Closely-Held Businesses - Allow us to assist you with critical issues such as your employee benefit programs, buy/sell funding, key person programs, deferred compensation, growth & exiting of your business.

Retirement Planning - Choosing among the various retirement plan choices can be confusing. We can help you decide which plan(s) are suitable for you. We can also help consolidate multiple IRA or retirement plan accounts at your former employer(s) into an IRA rollover, and help you decide upon a retirement income strategy and income schedule.

Estate Conservation - We can help you direct your hard-earned assets in the way you choose when the time comes to pass to the next generation or charity. The changing laws and rules regarding estate planning require that plans be implemented and reviewed regularly from tax, legal, insurance, and investment points of view. We often coordinate the work of your "financial team"-your attorney, CPA, insurance and financial professionals.

Employee Benefits - Finding quality employees is half the challenge. Keeping them – and keeping them well motivated – is the other half, especially in today's tight labor market. One way to do that is to provide competitive benefits. I know, when many small business owners hear the words "employee benefits," they immediately think, "one more expense I can't afford!"

Let us offer you a free individual or group health insurance quote.  Please call or email us.   

 

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. 
 

• Dale Lazzarone is also an agent licensed to sell insurance through New York Life along with various other independed unaffiliated insurance companies in the states of Nevada, California (Lic No. O705421), Washington  and Oregon.  No insurance business may be conducted outside these 4 states.
• Romeo Lazzarone is also an agent licensed to sell insurance through New York Life along with various other independed unaffiliated insurance companies in the states of Nevada, Oregon, California (Lic No. 0D92817), and Texas.  No insurance business may be conducted outside these 4 states.
• Dale Lazzarone and Romeo Lazzarone, Registered Representatives offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC 50 W. Liberty St. #500 Reno, NV 89501 (775) 323-0751, in the states of NV, CA and OR.
• The Lazzarone Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. 

Dale & Romeo Lazzarone are licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.