Phillip Roy Financial Services was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, and have earned a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Phillip Roy Financial Services is recognized nationally as a leader in Retirement Income Planning. We can help you answer questions like:

• How can I make sure that I do not outlive my money?
• How can I increase my income?
• How do I make sure my accounts are titled properly?
• How do I protect my estate from excess taxes?
• How can I protect myself from inflation?
• How can I save on taxes?
• How can I make my money safe?

“For more than two years, we have trusted Phil Wasserman to invest all of our money, and we will certainly trust him to prepare our tax return. When you select someone to prepare your tax return, you need a wise person you can trust. For us, it was Phillip Roy Financial Services.”

“Phillip Roy Financial Services has bullet-proofed my retirement savings.”

“Phillip Roy Financial Services keeps my retirement investments safe so I can sleep at night. I lost a lot of money in 2000-2002 working with Wall Street firms who never called when they knew the market was headed into the tank. Phillip Roy Financial Services just called me about my stock portfolio and put safeguards in place for an anticipated down market. Now, I am 100% convinced that I have found the right financial planning firm in Phillip Roy Financial Services. They truly care, and are helping me to grow and protect my retirement savings.”

“Phillip Roy Financial Services has restored my faith that there really is a financial advisory firm out there who cares. With their depth of knowledge, breadth of expertise, and genuine concern for retirees like me, I am now on my way to greater financial security. I feel a real sense of personal freedom!”

“Phillip Roy Financial Services is a true blessing to those who need help with managing their retirement nest egg. I never dreamed there could ever be a financial firm who truly cares so much about their clients. Their literature says they are ‘fanatically devoted to clients’. This is true, and I am delighted with the performance of my new retirement portfolio.”

“Everyone should have Phillip Roy Financial Services in their lives – and, the sooner, the better! We began our retirement in our mid-60s. Now, we have the benefit of income and investment security we never anticipated. Phillip Roy Financial Services has given us the financial freedom to really enjoy living – travel, visits with old friends, lots of golf, and even boating. After working for over 35 years, we feel like kids again!”

“My husband died unexpectedly. I was left without his income since I had waived pension survivor benefits to help accelerate our retirement investments. There just wasn’t enough time to accomplish this and I was left with no way of generating any income to support myself. After prior difficulties with a brokerage firm, I found Phillip Roy Financial services. They turned my life around. Even more importantly, I now feel as though I have a ‘lifeline’ to a firm who really cares about me.”

“I am living better now than I have in 40 years.”

“Two years ago, Phillip Roy Financial Services literally saved my life. I was dealing with other companies and my money was going nowhere but down. The Phillip Roy Financial Services representative drove over to my house and turned my whole policy around, doubling my income. I am treated more like family than a customer.”