High Net Worth Client Specialist
Roy Balfour has more than 30 years experience as a success.ful business owner and financial professional. His focus is to help individuals develop strategies for their tax and retirement income planning. Roy is considered an "advisor to the advisors," working with high net worth business owners to provide options not previously considered nor knew were available. Roy is now working to provide access to those same strategic financial resource tools for the general public.
Professional Membership & Licensing:
- National Insurance Producer Registry/NIPR
- State of Massachusetts Health & Life Insurance License
- State of New York Life Insurance License
- State of Texas Life Insurance License