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Who We Are

Established in 1994, Roy & Associates is an independent financial planning services firm that provides financial services and solutions to individuals and businesses. Our goal is to create a comfortable future through sound financial planning.

We cherish our independence as it truly allows us access to the best planning options in the industry.

Our long-term relationship with our clients has allowed us to provide consistent advice throughout the years. At various stages in their lives, requiring different servicing needs, our clients have one thing in common: they want to make sure they have a plan for their future.

At Roy & Associates, we are committed to providing clients with quality financial services and planning through the following corporate values:

  • We provide you with exceptional value.
  • We are proactive with our knowledge and education in financial services.
  • We respect confidentiality.

When you entrust someone with your wealth management, would you accept anything less than the best planning opportunities?

We didn’t think so.

Once again, welcome to Roy & Associates.

Contact us to get started