Specialties
About Me
Ms.
Lazarus helps give clients clarity, confidence, and control over their financial future. She focuses on financial planning and wealth management for individuals, nonprofits, and businesses. She collaborates with other financial advisors, CPAs, and Trust & Estate attorneys to serve her clients. She has been a panelist and speaker at several industry events. Ms. Lazarus serves on the Board of Directors for YW Hartford Region as Chair of both the Investment and Development Committees. She also serves as a Board Member for Junior Achievement and is a member of Connecticut Women's Council and Hartford Healthcare's Philanthropic Committee. Ms. Lazarus remains active as an alumna of the University of Pennsylvania (CAS & GSE), Miss Porter's School and Renbrook.
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Interests & Hobbies
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Credentials
CLU, CFP Candidate
Chartered Designations
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Disclosures
Securities Offered Through M Holdings Securities, Inc, a FINRA/SIPC member broker/dealer. Advisory services offered through LRI Investments, LLC, an SEC registered investment advisor. M Holdings Securities, Inc. and LRI Investments, LLC are unaffiliated separate legal entities. CA Insurance License #390636. Third party posts found on this profile are for informational purposes only and do not necessarily reflect the views of M Holdings Securities, Inc., LRI Investments, LLC, nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. or LRI Investments, LLC for accuracy or completeness. Nothing herein is intended to provide specific advice, provide a recommendation to buy or sell securities or serve as a recommendation for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The examples used are for illustrative purposes and may not be representative of the experiences of other clients, and they are not indicative of future performance or success. All investment includes the risk of loss, including the entire loss of the principal amount invested.