CONNECT

Address:

2 Winnmere Ave
Burlington, MA 01803

Phone:

(781) 505-1941

Fax/Other:

(781) 505-1945,

About Us

Lance Financial Associates, Inc., a Massachusetts Registered Investment Adviser, was founded by president, Larry Panzeri in 1979. Lance Financial is a well-established independent planning firm in Burlington, Massachusetts and services clients in the New England towns of Woburn, Bedford, Winchester, Arlington, Newton, Waltham, Reading and surrounding areas. Over 80% of our clients come to us by referral.

The firm specializes in retirement planning for pre-and post-retirees which includes wealth accumulation, preservation and distribution. 

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Larry Panzeri, Founder and President

With more than 30 years of experience as a financial advisor, Larry’s experience and dedication has proven that Lance Financial is unique in providing retirement planning consultant services to clients. He has the knowledge and skill to develop sound wealth management accumulation, preservation, and distribution strategies.
 
In addition to being a FINRA-Registered Securities Principal with Securities America, Inc. (one of the largest independent broker/dealers in the nation), Larry also holds licenses in Life, Health and Disability Insurance and Variable Annuities. Trained by the Life Underwriters Training Council and a long-time member in good standing with the Financial Planning Association (FPA), Larry has conducted retirement planning workshops for numerous organizations over the years. His extensive investment background and three decades of experience as a financial planner allow him to take sophisticated financial strategies and convey them to his clients in clear terms without industry jargon. As the financial quarterback for his clients, Larry works closely with the additional professionals on the firm’s Strategic Partner team


Louise Panzeri, Office Manager

Louise handles all of the firm’s accounting activities, processes completed client applications, and oversees the work of the entire staff. She also researches client-related issues which better assists Larry in client services.

 

 David Panzeri, Computer and Administrative Operations

As computer operator and office assistant, David handles all computer-related issues including overseeing computer programs and generating all client-related reports and statements. He also assists in researching and resolving client issues to be of help to Larry in client services.

 


Strategic Partners:

  • Jeffrey M. Dennis, CPA
Licensed Taxpayer Representative with the Internal Revenue Service
Master of Science in Taxation - Bentley College
Bachelor of Business Administration, U. Mass
Woburn, MA
Phone: 781-935-8678
 
  • Barry Carman,ESQ. Attorney at Law
 LL.M. in Taxation, Boston University School of Law, Boston,Ma.
J.D. Western New England College School of Law,Springfield,Ma
Bar Admissions: Connecticut, District of Columbia, Florida, Mass., New York
Practice concentrates exclusively in the areas of estate planning and probate matters.
Springfield, MA
Phone: 413-737-1500
 
Lance Financial Associates, Jeffrey Dennis, Barry Carman and the Securities America companies are unaffiliated. Securities America and it's representatives do not provide tax or legal advice. Always consult a professional for these services specific to your situation.


Learn more about our Services now.
 


“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.”

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck