Lapis Financial Strategies

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General Info

Lapis Financial Strategies, Inc, an independent financial services company, located on Lake Norman, Cornelius, NC. We are licensed to do business in NC and SC. Our mission is to help clients, individuals and business owners, achieve their financial goals and dreams while at the same time protecting their assets and maximizing their financial potential. All we ask of our clients is a desire to learn and an open mind. Through our education process we will challenge traditional financial strategies you may have learned or read about. We will not ask you to believe our strategies over these strategies. Instead we will measure and compare each strategy against one another and each client will ultimately decide the right strategy for them. Sandi Vizner, CLU, RFP is the owner of Lapis Financial Strategies, Inc Always doing what is in the best interest of the client and prompt follow up service has enabled me to grow my business solely through client referrals. I believe if you take care of your clients they will take care of you . While my philosophy is important to my business I also believe in education evident in my credentials. I am a registered investment advisor representative, and I was awarded the Chartered Life Underwriter, CLU designation and Registered Financial Planner, RFP designation. I am always working on other professional designations as well as attending numerous classes and seminars to keep a breast of new products and strategies to introduce to my clients. I have over 20 years experience in banking and financial services and graduated with honors obtaining BS degrees in Mathematics and Business Administration.

Extra Phones

Phone: (704) 895-4942

TollFree: (800) 255-8542

Other Link

https://lapisfinancial.com/contact-us

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (704) 237-3535

Address: 20212 Zion Ave, Cornelius, NC 28031

Website: https://lapisfinancial.com/contact-us