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
