Lazarowicz Financial Services

Lazarowicz Financial Services Our firm offers investment planning and tax services. Advisory services offered through HD Vest Advisory Services(SM) (HDVAS), a registered investment adviser.

Securities services offered through HD Vest Investment Services(SM) (HDVIS), a registered broker-dealer, Member FINRA/SIPC. HDVIS and HDVAS are located at 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038; 972-870-6000. HDVIS will not accept purchase or sales orders via any social media platform or its messaging systems. HDVIS reserves the right, to the extent permitted under applicable la

w, to capture, review, and retain all electronic communications. HDVIS does not provide tax or legal advice. This social media site may contain links to articles or other information that may be contained on a third-party website. HDVIS is not responsible for and does not control, adopt, or endorse any content contained on any third party website. Please visit www.hdvest.com/social_policy for more information.

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset...
06/02/2026

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset. Here are six practices that can support you in preserving and extending your wealth across generations.

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
05/28/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared...
05/26/2026

Talking through retirement priorities and decisions ahead of time can reduce confusion and help loved ones feel prepared for the future.

Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
05/21/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the h...
05/19/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.
05/14/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
05/12/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
05/07/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Stay ahead this year with this handy Personal Finance Calendar.
05/05/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Did you know that different types of retirement accounts are taxed in different ways? Read the article to learn why unde...
04/30/2026

Did you know that different types of retirement accounts are taxed in different ways? Read the article to learn why understanding how your withdrawals are taxed can help you optimize your income and avoid unexpected tax bills.

Maximize your hard-earned assets and set the stage for a rewarding retirement with a tax-intelligent withdrawal strategy.

Address

1150 Thorn Run Road, Ste 109
Pittsburgh, PA
15108

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm
Saturday 8:30am - 5pm

Telephone

+14122997390

Website

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