Marty Lazzaro, CRC®

Marty Lazzaro, CRC®

Financial Advisor, Certified Retirement Counselor®

PROFESSIONAL EXPERIENCE

I have over 25 years of experience in the financial services industry, helping people with their financial needs since 1997. Prior to starting my financial career, I learned good, sound business practices from my father in the family business. I know how hard work, persistence, and attention to detail can produce success.

My mission is to help clients create and preserve wealth and income streams through sound financial planning. I work very closely with teachers, administrators, retirees, small business owners, and CPA's with various needs; helping them through the different stages of their lives by creating customized strategies.

 

Professional Qualifications

  • Graduate of SUNY Alfred
  • Certified Retirement Counselor®
  • Holds Series 6, 7, 63, 66 registrations

Specialty Services

  • Durable Income Strategies
  • Retirement Income Planning and Implementation
  • Retirement Planning
  • Saving for the Future
  • Investing Made Simple
  • Health and Life Insurance

Memberships

  • ASPPA
  • NTSA
  • National MS Society-Finance Committee-Rochester Chapter

 

Insurance Licensed in FL, MD, NY, VA

State Securities registrations in AZ, CA, CT, FL, GA, MA, MD, MI, MS, NC, NY, PA, SC, VA

 IA State registrations in CO, NY