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 40 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 solutions, executive benefits, retirement strategies, estate planning, health insurance, charitable giving, life insurance, Long Term Care Insurance and employee benefits. Through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency, Dale and Ro are able to 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 solutions, and employee benefits. Of course, preparing for 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.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.