Broker Check
Roy Lenzo, III

Roy Lenzo, III

Partner CLU®, CFP®*, ChFC®

Additional Contact Info Cell: (516) 639-7502

For over 34 years, Roy has devoted his practice to maintaining the highest standards of integrity and professionalism. Specializing in investment, estate, and retirement planning for high-net worth individuals, his goal is to provide optimum solutions to help my clients achieve their unique financial objectives.

Roy is a graduate of Financial Planner Program from Long Island University at C.W. Post. He holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant and Chartered Life Underwriter designations. He is also a member of the Financial Planning Association.

Business Philosophy

To ensure the utmost client-centric approach, I have positioned my support team to provide personalized attention in assisting clients. Over the years, I have concentrated on developing long lasting relationships with clients, endeavoring to exceed their expectations, thus becoming a lifelong trusted resource.

Education

  • More than 35 years of experience as a Registered Representative 
  • Graduate of Financial Planner Program, Long Island University at C.W. Post 
  • CFP® — Certified Financial Planner 
  • ChFC® — Chartered Financial Consultant 
  • CLU® — Chartered Life Underwriter 
  • Member of Financial Planning Association 

 Products & Services

  • Wealth Management Strategies
  • Retirement Income Planning 
  • Life Insurance Strategies 
  • Estate Conservation Strategies 
  • IRA Consolidation 
  • 401(k) Rollovers 
  • Pension Payout Alternatives
  • Tax Efficient Distribution Strategies
  • Business Continuation and Succession Planning
  • Charitable Giving

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.