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Edward Jones - Shawna Lazorko

Categories

Real Estate - Commercial & Industrial

About Us

Experience and Background -

I joined Edward Jones as a financial advisor in 2018. I spent 10 years as a teacher and transitioned to financial services as a way to make a larger impact on the families in my community. I have found that my clients value my ability to explain complicated subjects, making personal finance and investing more approachable.

Using an established process, I begin with a conversation to understand what is most important to my clients and the steps they have already taken towards their goals. I then work alongside my clients to devise and implement personalized strategies. I regularly review their progress to look for areas for improvement and to help ensure that they stay on track. In coordination with attorneys and tax professionals, I provide a holistic service that addresses a range of financial needs.



Highlights

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

Images

Gallery Image getImage_141119-031841.jpg

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