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Home > Financial Planner Directory > Georgia > Suwanee > Lois S. Lazenby, CFP®

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Lois S. Lazenby, CFP®

Mersereau, Lazenby & Rockas LLC (Fee-Only)

3469 Lawrenceville-Suwanee Rd
Ste B
Suwanee, GA 30024
Phone: (770) 614-6800
Fax: (770) 614-5432

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $25,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Asset Allocation
Business Taxes
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Retirement
Stocks & Bonds
Sudden Wealth
Personal Taxes

How Planner Charges

Fee Only

Considerations: We are a fee-only independent advisor and not affiliated with a broker/dealer. This business model allows us to manage investments for clients with the greatest transparancy and objectivity.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.