Roy Nazaroff has been in the financial services industry since 1998 and is licensed to sell insurance in New Jersey and New York. Through LPL, he also holds various securities registrations including the Series 63, Series 65, and Series 7.
Roy specializes in wealth management services and is especially dedicated to helping people and businesses pursue their financial goals and dreams working towards a more secure financial future, with experience in the following areas:
Estate Planning
Asset Protection
Wealth Accumulation
Retirement Planning
Portfolio Review
Minimizing Taxes
IRA and 401K Rollover Planning
College 529 Planning
Life Insurance
Long Term Care Planning
Revocable and Irrevocable Trust Asset Management
As a resident of Mahwah NJ, Roy and his wife Helen are both active with the community and support various charitable activities through their church and sponsorship of a young student in Haiti.