That glimmer that appears in a client’s eye after you’ve helped them through their planning, makes me want to continue doing this job for a long, long time.
Joseph Lazzaro, CFP®, CLU®
Partner
Focus Area
Investment Management, Financial Planning, & all lines of insurance
Joe’s Story
Joe believes clients choose to work with him 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. That trust and respect leads clients to feel at ease through his 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.
Education
University of Rochester, BA
Credentials
Chartered Life Underwriter (CLU®)
New York State Partnership for Long-Term Care License
About Joe
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.
Contact
P: (315) 760-3362
Meet the rest of the team.
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© 2024 CenterBridge Planning Group
Syracuse Office:
443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100
Buffalo Office:
126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
CenterBridge Planning Group
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
© Copyright 2014 - 2024