Wealth management
You have invested your law enforcement career serving and protecting the community; let us help you protect and preserve your investments. With the help of Frontline Retirement Services, The Finest Federal Credit Union offers wealth management and retirement planning to help meet your unique goals and needs.
Law enforcement personnel have incredibly difficult careers, and we won’t pretend to understand all of the training and expertise that go into your unique positions. What we do know is how to help you navigate your financial world and the complexities, uniqueness, and financial implications that come with your career choice. From helping you create a financial plan to retiring with confidence, Frontline Retirement Services is here to help serve you with our wealth management expertise. It’s really the least we can do for the men and women that protect us all.
Contact us today: 646-661-1550
The Frontline Team
David Lazzaro
DLazzaro@moneyconcepts.com
David earned a Bachelor Of Science degree in Business Administration with concentrations in Finance and International Business from Montclair State University in 1994. David also earned 2 industry designations from The American College of Financial Services:
The Chartered Financial Consultant® – August 1, 2007 – ChFC®
and the Chartered Life Underwriter® – November 1, 2013 – CLU®
David seeks to help clients build their wealth, protect assets from the unforeseen and assist in the thoughtful planning of their legacy. He specializes in investment and retirement income planning so his clients can enjoy what matters most during retirement. David will help clients review their needs and goals so they can plan for a long, comfortable and dignified retirement. With clients potentially living longer than ever before in our history, he will help his clients plan for longevity and independence. Planning includes protecting those things we value most.
David holds FINRA Series 6,7,63, and 66 licenses as well as his Life, Accident, Health or Sickness, Property and Casualty, Annuity, Variable Annuity & Variable Life Insurance Licenses.
Francis Carson
FCarson@moneyconcept.com
Francis has over twenty years of financial planning experience, specializing in financial plans, retirement strategies and wealth management. Areas of financial planning include; estate, trust, pension, college savings and retirement.
Francis holds his Series 7, 63, and 65 securities registrations and his Life, Annuity and Health Insurance licenses. He believes that everyone needs financial and estate guidance and enjoys the opportunity to work with clients from all over the country.
He is a graduate of Daemen College in Amherst, New York with his undergraduate degree in Accounting and attained his Master’s in Finance from Fairfield University Fairfield, Connecticut. Francis is the president and owner of Chapel Wealth Management located in Stratford, Connecticut.
Francis is passionate about helping first responders and is one of the founding members of the Finest Federal Credit Union.
He is married to Ann Marie Carson for over 35 years, has two children, Matthew and Kathleen and his trusted dog, Bo. Francis enjoys spending his free time with his family, walking his dog and playing hockey.
