Broker Check

Roy Anderson

    Roy Anderson

    Roy launched his career in Financial Services in 1992. He developed his practice while working as an Information technology professional before completing his full-time transition to financial services in 2012.

    The decision to pursue this career was driven by inappropriate investment advice he received in his youth and, provided him with the desire and passion to understand the true needs and goals of his clients before making recommendations.

    Roy works with small business owners, working families and retirees to design, implement and monitor financial strategies based on their unique circumstances. These strategies evolve with his clients as their needs and goals change.

    Along with experienced and independent guidance, Roy offers access to a comprehensive array of products and services that include stocks, bonds, mutual funds, variable annuities, life insurance, fixed life and annuities, healthcare and long-term care insurance and direct participation products.

    Roy is a motorcycle enthusiast and enjoys spending time in the outdoors hunting and fishing. He resides in Penn Township, Pennsylvania with his wife Susan, daughter Tara, son Troy and their dog Charlie.

    Investment Licenses held: Series 7, 63, 65
    Insurances Licenses held: Life /Accident & Health and Long Term Care
    Licensed in: CO, DE, FL, MD, NC, NY, OH, PA, SC