With a distinguished career spanning over four decades, Roy has dedicated himself to upholding unwavering standards of integrity and professionalism. Roy’s specialization focuses on using comprehensive strategies in guiding high-net-worth individuals, business owners, and other professionals, through the intricacies of investment, estate, and retirement planning. His mission is to offer tangible, verifiable, tailor-made solutions that empower his clients to make smart decisions with their money in order to attain their distinctive financial objectives. Roy’s ultimate aim is to help clients unlock their full financial potential, ensuring they enjoy ample income during their retirement years and leave a lasting legacy for their heirs. When it comes to safeguarding his client’s family, lifestyle, and assets, success is the only option.
Jim Cooney, CFP®, ChFC®, CLU®, FSCP®
Director of Financial Planning Designs
Darrell Marques
Investment Specialist
Linda Vescio
Director of Business Development
Vanessa Vigilante
Field Administrative Associate
Jay Perlman
Director, Advanced Sales
Lisa Bass
Executive Assistant to Roy Lenzo
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.