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patrick@lanzafinancial.com

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patrick@lanzafinancial.com

How We Work

1

The meeting

2

The assessment

3

The plan

4

The long term relationship

Our mission is to understand and achieve what’s important to you by providing holistic wealth management and tax guidance that will empower you to make better financial decisions.

Patrick Lanza, CPA, CFP™
Wealth Management & Certified Financial Planner

Services

Investment Management Services

Concierge Services

Risk Management & Insurance Planning

Office

Florida Location
3700 Creighton Road, Suite 1,
Pensacola, FL 32504
(850) 484-2900
Mon - Fri: 9am - 5pm

Get in Touch

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lanza Financial Services ,LLC P.A. and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AL, FL, ID, IL, LA, MS, NC, GA, PA, SD, TN. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

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