Recommend Tweet Linkedin




"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 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 are able to provide a wide array of products and services, including mutual funds¹, and variable annuities¹.  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. 
 

 

  • Dale Lazzarone (Ca Ins Lic No. O705421) and Romeo Lazzarone (Ca Ins. Lic No. 0D92812) are agents collectivelly licensed to sell insurance through New York Life along with various other independed unaffiliated insurance companies in the states of Nevada, California , 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, Arizona, California (Lic No. 0D92817), and Texas.  No insurance business may be conducted outside these 5 states.
  • ¹Dale Lazzarone and Romeo Lazzarone, Registered Representatives collectivelly offering securities through NYLIFE Securities, LLC, Member FINRA/SIPC a Licensed Insurance Agency, 3716 lakeside DR., Suite 200, Reno, NV 89509, (775) 673-4456 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.
Account Access

View Your Personal Accounts



Personal Folders

Create or Access Personal Folders

Log in or create a Personal Folder.

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

More Newsletters →