Unclaimed
Matthew Lazor is a financial advisor with Creative Planning, LLC. He has been in the industry for 10 years and is registered with the state of Virginia. He is a Certified Financial Planner and provides financial planning, pension consulting, and portfolio management services. Matthew has worked for several firms in the past, including SBSB Financial Advisors, FJY Financial, Northwestern Mutual, and Vulcan Materials. He has a strong background in financial services and is committed to providing his clients with personalized advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
04/19/2021 - Present
Creative Planning (MCLEAN VA)
Active
Inactive
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