Welcome to Roy & Associates
We realize you have many choices when it comes to planning your insurance, investments, retirement planning, and business needs.
In today’s more complicated financial landscape, you don’t want to feel that you are simply a number. Retirement planning is a commitment. Plans and budgets may change. We will be there for those changes. Our philosophy is that with a solid technical background and an integrated team approach, our client-centric process will tailor to your needs.
We are your Wealth Management and Insurance Professionals.
FULL-SERVICE FINANCIAL SOLUTIONS
At Roy & Associates, you will meet our team who will work with you to understand your current situation and review your long-term goals, not a constantly rotating staff who must reintroduce themselves and review your goals at every visit. Meet the team...
Using our unique evaluation process, top industry analytical software, a wide range of products, and knowledge from industry leaders, we will recommend your specific strategy and solution. Check out our Services & Solutions...
Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools, calculators and resources that can help bring clarity and convenience to your financial journey. Visit the Client Centre...