Edward Jones - Shawna and Jake Lazorko

Edward Jones - Shawna and Jake Lazorko

Edward Jones - Shawna and Jake Lazorko
Categories

Financial Services - Investments & Planning

About Us

Both of us, having grown up in Rockwall, and now raising our family here, are proud to have the opportunity to help those in our hometown reach their financial goals.

We help implement strategies for Professionals & Business Owners to maximize their financial opportunities, providing more time to spend on their businesses & families.

Our clients value our ability to explain complicated subjects, making personal finance and investing more approachable. Using an established process, we begin with a conversation to understand what is most important to them and the steps they have already taken towards their goals. Then we work alongside our clients to devise and implement personalized strategies. In coordination with attorneys and tax professionals, we provide a holistic service that addresses a range of financial needs.

Highlights

  • Retirement
  • Saving on Taxes
  • Education Savings
  • Insurance Strategies

Images

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Rep/Contact Info

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Jake Lazorko
Financial Advisor

Thank you for your support

Platinum Strategic Alliance Partners

Stay In Touch

Contact Us for More Information

If you have any questions or just want to share feedback with us, please reach out today. 

Rockwall Area Chamber

697 E I-30, Rockwall, TX 75087

972-771-5733

Call us anytime M-F from 8:00 AM to 5:00 PM