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Phillip Roy Financial Services speaks to over 40,000 retirees and seniors a year in seminars around the nation. Our seminars cover retirement income planning, estate planning, life insurance, annuities, real estate investment trusts (REITs), hedge funds, and tax planning and preparation.

Attendees agree that PRFS seminars are entertaining, informative, and a great place to make new friends. Seminar attendees always get a free gourmet meal at fine restaurants like:

  • Ruth's Chris Steakhouse
  • Fleming’s Steakhouse
  • Carrabba’s Italian Grill
  • Outback Steakhouse

Financial Planners from around the country regularly fly in to attend PRFS seminars to enhance their own education. Seminars are offered six days a week in cities throughout Florida. Phillip Roy Financial Services invites you to participate in our free seminars.


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Offices in: Clearwater / Tampa – Sarasota – Naples – Boca Raton – North Palm Beach – Fort Lauderdale – Orlando
Phone:1-888-225-8161   Fax:1-727-723-1166   Email:pwasserman@aol.com


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