Business Details
Trusted Insurance & Financial Services in Reno, NV
At The Lazzarone Group, we bring over 60 years of combined experience in insurance and financial services to help individuals and businesses navigate complex financial decisions. Our team specializes in crafting personalized strategies for retirement planning, estate management, business continuity, and comprehensive insurance solutions. Affiliated with NYLIFE Securities LLC, we offer access to mutual funds, 529 plans, and variable annuities to complement our clients' long-term goals. We prioritize understanding each client's unique circumstances to deliver tailored recommendations grounded in practicality and expertise.Our commitment extends beyond transactionswe provide ongoing support to adapt strategies as life evolves. With deep roots in the Reno community and affiliations with organizations like the Million Dollar Round Table, we combine local insight with national resources to serve our clients' best interests. Transparency, ethical guidance, and measurable outcomes form the foundation of our client relationships.
Services
Health Insurance
Life Insurance
Retirement Planning
Estate Planning
Disability Insurance
Business Continuity Solutions
Employee Benefits
Investment Products
Long-Term Care Insurance
Financial Strategy Consultation
Highlights and features
- We offer 60+ years of combined experience in insurance and financial planning.
- Our strategies are tailored to individual client needs and life goals.
- We hold memberships in prestigious industry organizations like MDRT.
- We provide comprehensive services from estate planning to employee benefits.
- Our team maintains deep community ties and local market expertise.
Associations and certifications
- Million Dollar Round Table (MDRT)
Services
Health Insurance
We provide comprehensive health insurance solutions for individuals and families, including travel insurance and short-term medical plans. Our services help clients navigate coverage options through providers like AFLAC and Colonial The Standard Insurance Company. We specialize in matching clients with plans that balance cost-effectiveness and necessary medical protections.
Life Insurance
Our life insurance offerings include term and permanent policies designed to protect loved ones and support estate planning goals. We work with leading insurers to provide customizable solutions that address income replacement, debt protection, and legacy planning needs for both individuals and business owners.
Retirement Planning
We develop retirement strategies incorporating 401(k)s, IRAs, and variable annuities to help clients achieve financial independence. Our approach considers tax implications, risk tolerance, and long-term income needs while leveraging investment products from NYLIFE Securities LLC and MainStay Mutual Funds.
Estate Planning
Our estate planning services coordinate life insurance, trusts, and charitable giving strategies to preserve wealth across generations. We collaborate with legal and tax professionals to create efficient succession plans that minimize tax burdens and ensure clients' wishes are fulfilled.
Business Continuity
We design business continuation solutions that protect companies from unexpected disruptions through key person insurance and buy-sell agreements. Our strategies ensure operational stability during ownership transitions while maintaining employee benefits programs for sustained growth.
People
Dale Lazzarone
Registered Representative & Insurance Agent
With 30 years in the industry, Dale Lazzarone holds MDRT membership and serves Northern Nevada communities. A Reno native and San Jose State graduate, he specializes in retirement strategies and business insurance solutions while actively participating in local economic development organizations.
Romeo Lazzarone
Registered Representative & Insurance Agent
Romeo Lazzarone brings 9+ years of expertise in financial services, serving as New York Life Executive Council member. A University of Nevada alumnus, he focuses on personalized insurance solutions while contributing to community initiatives through organizations like Reno/Tahoe YPN and The First Tee of Northern Nevada.
Questions
What types of insurance do you offer?
We provide health, life, disability, long-term care, and business insurance solutions, along with employee benefits programs for small and large groups.
Do you work with out-of-state clients?
We serve clients in California, Nevada, Arizona, Colorado, Indiana, Oregon, Texas, and Washington, with licensing through New York Life Insurance Company in these states.
How do you approach financial planning?
Our three-step process begins with understanding your goals, prioritizing objectives, then implementing customized insurance and investment solutions with ongoing adjustments as needed.
Are investment products available?
Yes, through our affiliation with NYLIFE Securities LLC, we offer mutual funds, 529 plans, variable annuities, and variable universal life insurance products.
Can you help with business insurance needs?
We specialize in business continuation planning, executive benefits, and employee insurance programs tailored to both small and large organizations' specific requirements.
