Scott M. Lask

Biography

Our mission is to help Clients build Lifetime Incomes. Utilizing a combination of quality investment vehicles and a dynamic investment process We enable clients to achieve retirement income predictability accompanied by long term principal growth. Scott Lask leads his team with over 25 years of experience while providing his clients with a palpable work ethic and enthusiasm. Scott will help you develop a plan; together you will remain focused on your goals, dreams, and financial stability.

Background:

Member of Orange County NY Chamber Of Commerce

Member of The Rockland Business Association

Member of Business Networking International

Professional Advisors Committee Community Foundation of Orange

SPECIALIZATIONS

• Annuities and Insurance
• Asset Management
• Dynamic Risk Management Strategies to Preserve Wealth
• Financial Planning
• Retirement Planning
• Wealth Management

Credentials

• Series 3, 7, 8, 24, 63, and 65 licenses
• Insurance License #LA-714611
• Graduate of SUNY Buffalo
• Graduate of The Dorsey Wright & Associates Advanced Broker Institute

Mission Statement

Committed to my clients, dedicated to protecting their assets, and striving to grow their financial success, supported by a firm built on experience, stability, continuity, innovation and financial safety.

NEWSLETTER