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

Partner

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

E: jlazzaro@centerbridgepg.com

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

 

© 2018 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 - 2018