David J. Lazzaro - SVP of Investments

David J. Lazzaro - SVP of Investments Help clients build their wealth, protect assets from the unforeseen and assist in the thoughtful planning of their legacy.

What should you look for in a personal finance app?
09/03/2026

What should you look for in a personal finance app?

An increasing number have been developed to help individuals with their personal finances.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
09/02/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/02/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/31/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
08/29/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
08/27/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
08/26/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's...
08/24/2026

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
08/22/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Ever wonder about those free credit scores you get once a year?
08/20/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Address

15 W 38TH Street/SUITE 704
New York, NY
10018

Opening Hours

Monday 9:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 4pm
Friday 9:30am - 4pm

Telephone

+19295640032

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