HARRISON LAZARUS ADVISORS, INC.
HARRISON LAZARUS ADVISORS, INC. is a financial consulting firm that provides expert advice and services to its clients. With a team of experienced professionals and a wide range of financial services, this firm has become a trusted resource for individuals and businesses seeking to manage their wealth and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
• HARRISON LAZARUS ADVISORS, INC. offers personalized financial planning and investment management services to its clients.
• They work closely with each client to understand their unique financial situation and create a customized plan to help them reach their financial goals.
• The advisors at HARRISON LAZARUS ADVISORS, INC. are experts at navigating the complexities of the financial world and helping clients make informed and strategic decisions.
Facts and Insights:
HARRISON LAZARUS ADVISORS, INC. was founded in 2005 and has since then built a strong reputation for providing high-quality financial services. The firm currently has over $500 million in assets under management and a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
HARRISON LAZARUS ADVISORS, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- • Personalized Financial Planning
- • Investment Management
- • Retirement Planning
- • Tax Planning and Preparation
- • Estate Planning
Client Types:
HARRISON LAZARUS ADVISORS, INC. works with a diverse range of clients, including individuals, families, and businesses. They have the expertise to tailor their services to meet the unique financial needs of each client, regardless of their life stage or financial situation.
Fees & Compensation:
HARRISON LAZARUS ADVISORS, INC. operates on a fee-only basis, which means they do not receive any commissions for recommending specific investments or financial products. This ensures that their advice is always unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of the assets under management, which incentivizes them to help clients grow their wealth.
Background:
HARRISON LAZARUS ADVISORS, INC. was founded by Jane Harrison and Michael Lazarus, two seasoned financial advisors with over 20 years of experience in the industry. Together, they have built a team of dedicated professionals who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, HARRISON LAZARUS ADVISORS, INC. is required to disclose any potential conflicts of interest to its clients. This includes any potential fees or compensation that the firm may receive for recommending certain investments. The firm takes their fiduciary duty seriously and always puts their clients’ best interests first.