Michael & Judy Litvak

Just about six years ago, we determined to move our investments from the bank to the care of Mr. Isaac Lazar because we felt that we were receiving only cursory attention from the large institution. Mr. Lazar had arranged to meet to discuss how best to manage our funds.  It [...]

Michael & Judy Litvak2021-12-19T22:16:59+00:00

Paul & Jackie Phillips

I have confided in Isaac for personal financial guidance for roughly 13 years. Isaac's approach is extremely professional with a tremendously warm personality. Isaac's guidance has always been about what is best for me and my family based on my current situation and future desired situation. I have recommended Isaac [...]

Paul & Jackie Phillips2021-12-19T22:15:19+00:00

FIRST SPICE MIXING COMPANY

First Spice Mixing Company engaged Lazar Wealth Succession Strategies, in December 2016, to manage the benefits program that was already in place via Great West Life Assurance Company.  As the newly installed General Manager of the company, staff were complaining about the benefits program and the fact that the program [...]

FIRST SPICE MIXING COMPANY2021-12-19T22:14:13+00:00

Lionel Warren

Isaac was a very easy agent to work with. He had the answer to all the questions I had and made the whole process of getting life and disability insurance easy to manage. I strongly recommend his services.

Lionel Warren2021-12-19T22:08:48+00:00

Brenda & Wall Russell

Isaac has managed our financial portfolio for many years. Isaac's financial expertise, professionalism, and commitment, together with his personal and respectful approach to his clients have built our trust and confidence in his abilities over the years. We know Isaac will look out for our best interests and we can [...]

Brenda & Wall Russell2021-12-19T22:02:24+00:00
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