ZLC Financial Group (formerly Zlotnik, Lamb & Company)
traces its origins back to 1945, when Harold Zlotnik,
CLU, entered the life insurance business. Harold's long
term experience and knowledge is reflected today in the
firm's mandate to act as an independent broker/buyer on
behalf of its clients.
From its inception, the goal of ZLC Financial Group has
been to build relationships with our clients and to earn
their confidence through the delivery of high quality
services and products using the expertise and experience
of our associates and staff.
The associates and staff of ZLC Financial Group have developed
a reputation for quality and professionalism. We are proud
of our record. It is our mission to provide the best advice,
service and products to our clients through our four divisions.
- ZLC Insurance & Retirement Solutions
– providing tailored estate, financial and retirement
planning solutions for individuals and business owners.
- ZLC Private Investment Management
– offering a selection of top managed portfolios
for high net worth individuals, business owners and
foundations
- ZLC Employee Benefits –
Assisting in the custom design and management of employer
sponsored benefit and savings plans. Specializing
in cost containment strategies for benefit plans
- ZLC Structured Settlements –
Providing individually designed lifelong tax-free
settlement solutions, to meet present and future needs
of accident victims
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