Retirement & Investing
Lazor Insurance provides professional Financial Services Advisors
At Lazor Insurance & financial Services we feel having a written financial plan is one of the most important steps you can take to create peace of mind and financial independence.
What sets Lazor Financial Services apart from the competition is not just providing answers, but asking the right questions.
- Series 7 & 66 licensed, Variable, Life & Health Insurance licensed
- Gary has been in the financial services industry since 2010, including 2 years with a brokerage firm
- Graduated from the University of Akron with Honors in 2009. He has lived in Medina County for 30 years.
- Board member for the Medina County YPA.
Learn More Investment and Retierment
Small Business Benefits
- Simple IRA
- 401k & 403b
- Profit Sharing
- Pension, Defined Benefit, & Cash Balance Pension Plans
- Executive Benefits
Life & Health Insurance
- Individual & Group Plans
- Life Insurance
- Term & Variable Life
- Universal & Whole
- Key Man & Business Succession Planning
- Health Insurance
- Long Term Care
- Individual Policies
- Life Insurance Riders
- Linked Benefits
401k & 403b Retirement Plans
- Review design to maximize deferral and incentives for key employees
- Roth options
- Brokerage and fund windows available
- Sales & Service Agreements with multiple providers
- Compatible with ESOPs
- Network of TPAs & Bundled Solutions
- Plan evaluation & cost comparison
- Help you meet or transfer your fiduciary responsibility
- Employee Education
Areas of Planning & Forecasting
- Needs in the Event of a Death
- College Funding
- Asset Allocation
- Disability Income
- Long Term Care
- IRAs, Roth IRAs, rollovers
- additional tax deferral
- lifetime income options
- Full Service Brokerage Accounts
- College Savings, 529 & Custodial Accounts
- Mutual Funds
- Qualified and nonqualified accounts
- Third Party, Fiduciary, & Turnkey Asset Management Programs
- Tax Free Bonds & Funds
Selection & Choices
- Our financial platform gives us great depth at finding solutions to your unique needs
- Service agreements with over 70 mutual fund companies & 20 insurance companies
Investing involves market risk and may result in loss of principal. Nationwide® does not offer tax advice. Please consult your attorney or tax professional with any tax questions. Claims and guarantees are subject to the claims paying ability of the company.
If you have questions now and are interested in speaking with our financial associate, please feel free to call our office at 330-722-4444.
Securities offered through Nationwide Securities, LLC., member FINRA, SIPC. DBA Nationwide Advisory Services, LLC. in AR, FL, IL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies.
Representatives of Nationwide Securities, LLC may only conduct business with residents of the states in which it is properly licensed and/or registered. Please note that not all products and services that may be mentioned are available in every state.
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Lazor Insurance and Financial Services
404 North Court Street
Medina, Ohio 44256
(330) 722-4444 Phone
(330) 722-6161 Fax
Securities offered through Nationwide Securities, LLC., member FINRA, SIPC. DBA Nationwide Advisory Services, LLC. in AR, CA, FL, IL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies. Representatives of Nationwide Securities, LLC may only conduct business with residents of the states in which it is properly licensed and/or registered. Please note that not all of the products and services that may be mentioned are available in every state. Nationwide, the Nationwide N and Eagle, Nationwide is on your side, and other marks displayed in this message are service marks of Nationwide Mutual Insurance Company or its affiliates, unless otherwise disclosed. ©2015 Nationwide.
© 2018 Lazor Insurance and Financial Services.
All Rights Reserved.