Personal Financial Planning & Investment Management
- Since 2003 Mersereau, Lazenby & Rockas, LLC has been a Registered Investment Advisor providing clients with personal financial planning services. The firm's expansion into personal financial planning was a natural progression because of the complex interconnectedness of individual taxes, investments, and retirement planning.
- Individuals have numerous financial companies to choose from when seeking advice. In this crowded field, we stand out by incorporating the following important principals into our practice:
- We believe the advice rendered should be objective and impartial.
- We believe that clients are best served through a comprehensive approach to financial planning.
- We believe the advisor should always place the interests of the client above all others.