Joseph Lazzaro Email & Phone Number

As a partner with CenterBridge Planning Group, Joe focuses on serving pre-retirees & retirees by providing comprehensive retirement, investment, insurance, and estate planning strategies. Clients choose to work with Joe because he advises them as if he were in their shoes. Client relationships are built out of earned trust & respect, while focusing on their future path forward. Clients feel at ease through our ability to communicate and simplify what can be very complicated concepts & ideas. The benefit is they feel comforted in the fact their future is planned for and protected. Joe enjoys spending his spare time with his wife, Danielle, and daughter Juliana, who was born in March of 2014. He also enjoys mentoring within the Syracuse City School District Mentoring Program, golfing, and traveling. In addition, Joe is a board member of the Financial Planning Association of Central New York and InterFaith Works of CNY. This communication is strictly intended for individuals residing in the states of NY, DE, SC, WI, & VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered by CenterBridge Planning Group, 443 N. Franklin St STE 215, Syracuse, NY 13204. P: 315-760-3375.Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Listed skills include Financial Planning, Retirement Planning, Investment Management, Risk Management, and 1 others.