Retirement planning consultant services is what Lance Financial specializes in for our clients.  We are 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.

Experience You Can Trust

Lance Financial was founded by Larry Panzeri in 1979.  Larry has over 30 years experience as a Financial Advisor.  It’s 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, you can trust that we have 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.  Any way we can help you with our services which include retirement planning consultant services, we are here for helping 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

“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.”