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 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.
Education
University of Rochester, BA
Credentials
CERTIFIED FINANCIAL PLANNERTM Professional (CFP®)
Chartered Life Underwriter (CLU®)
New York State Partnership for Long-Term Care License
FINRA Series 7 & 66 Securities Registrations & Life and Health Insurance Licenses
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
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
© 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
This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy
© Copyright 2014 - 2024