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 J. Lazzaro earned A Bachelor Of Science in Business Administration with concentrations in Finance and International Business from Montclair State University in 1994. David also earned the industry designation, Chartered Financial Consultant in 2007.

   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 tax efficient retirement income planning, longevity and asset protection planning as well as wealth accumulation, management and transfer planning.

   He holds FINRA Series 6,7,63, and 66 licenses as well as his Life, Annuity and Health Insurance licenses.

   David’s hobbies include reading, history and spending time with his young family.

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.