Providing Services to the Gulf Coast for Over 25 Years

Lambert Lanza, CPAs, P.A. affiliates Lanza Financial Services, LLC is a prominent firm located in the Panhandle of Northwest Florida. By combining experience, energy and the passion of our staff, each client receives close personal and professional attention. Our firm takes pride in assisting clients identify and achieve their goals.

Our professionals have years of experience in Tax, Accounting, Audit, and Financial Services. We're certain we can help you with your needs of today and tomorrow. Contact us now and see how we can help!

MEET PATRICK

 

 

Mission statement

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Value statement

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Patrick G. Lanza | CPA & Investment Advisor | Lanza Financial

Patrick G. Lanza CPA, CFP®

patrick@lanzafinancial.com
(850) 484-2900
  • Graduate of University of New Orleans, 1982
  • Member of the AICPA and FICPA
  • Investment Advisor Representative of Cambridge Investment Research Advisors, Inc.
  • Licensed General Agent of Ohio National Life Insurance
  • Concentrations in closely held business tax planning and reporting, individual tax planning and reporting, individual retirement planning, statutory basis audits, common interest realty associations, and not-for-profit organizations.
  • FINRA State Licenses in AL, FL, IL, MS, NC, NY, OR, PA, SD
  • Licensed in Series 6,7,63,65
  • CFP® 

 

 

 

Accumulation

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Retirement Red Zone

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Distribution

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Contact

 

 

1

The meeting

2

The assessment

3

The plan

4

The long term relationship