Lois S. Lazenby,  CFP<sup>&reg;</sup> - Financial Advisor

Lois S. Lazenby, CFP®

Mersereau, Lazenby & Rockas LLC

3469 Lawrenceville-Suwanee Rd, Ste B
Suwanee, GA 30024
(770) 614-6800

General

Lois Lazenby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mersereau, Lazenby & Rockas LLC in Suwanee, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's 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

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