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 was clear from the outset that Isaac prides himself on his approach to demystifying both investing and retirement along with the level of personal care that he affords his clients.

We meet regularly with Isaac to ensure that we are maximizing our investments according to our plan.  He is always available for consultation and he is more than happy to offer education that will make you a better-educated consumer.