Strategic Wealth Guardian

Retirement planning consultant services is what Larry Panzeri of Lance Financial specializes in for our clients. These services include financial planning, estate planning,  investment planning & management, as well as insurance planning in the Burlington, Ma. area - including Woburn, Bedford, Winchester, Arlington, Newton, Waltham , Reading and all surrounding  towns. Larry is also a licensed stock broker. He is dedicated to helping people accumulate, grow, and protect their wealth through our independent financial advisor role.

Our integrated approach to investment planning, risk management and estate conservation enables us to help clients work toward their financial goals.  As your  independent financial advisor, we make sure to help you plan for you and your family’s future.

"Professional Knowledge"

Lance Financial was founded by Larry  in 1979.  Larry has over 30 years experience as a Financial Advisor.  It is this experience and dedication that makes Lance Financial unique in their retirement planning consultant services.

With over 30 years of experience as a Financial Adviser,  he has the knowledge and skill to develop sound wealth management and preservation strategies.
 
Personalized Service

When you work with us you'll receive personalized service that is focused on identifying and addressing your specific needs, concerns, and objectives. Working with you, we'll create a customized financial plan that is in synch with your goals.  We can help you with all aspects of your  retirement . Larry Panzeri of Lance Financial will develop an appropriate strategy designed to make your money work for you.
 
Explore Our Site

Please take some time to browse our Website. It includes a wealth of helpful tools and resources including our retirement planning consultant services. If you find a particular article, calculator, or other resource of interest, please give us a call or send us an email. We’d be happy to discuss these with you.

"Our goal is your goal."

 - Larry Panzeri

Click here for BBB Business Review

“Better Business Bureau ratings are based on type of business, time in business, competency licensing, compliant volume, unanswered complaints unresolved complaints, serious complaints, complaint analysis, complaint resolution delayed, failure to address complaint pattern, government action, advertising review, background information, clear understanding of business, mediation/arbitration, accredited business status and revocation of such status. Grades are determined by awarding and deducting points for each element and then looking at the resulting score as a percentage of the highest score attainable. The highest grade is A+ and lowest grade is F. Grades reflect the BBB’s degree of confidence that a business is trustworthy and will make good faith efforts to resolve issues. Rankings should not be considered an endorsement of the advisor’s services and are not indicative of future performance. For more information please see www.bbb.org/business-reviews/ratings/overview.html.”