Lawrence Sanfilippo

Background

About Lawrence Sanfilippo

As a Financial Professional with Lifetime Retirement Partners, I help individuals, families, and Governmental organizations develop appropriate financial strategies based on their various goals and objectives. My clients value my ability to quantify their specific goals and objectives into a plan that involves evaluating their current situation and tailoring an individualized strategy that meets their unique needs.My goal is to accomplish the above through an educational approach and to do so in a manner that is easy to understand, not filled with financial jargon that can be confusing and sometimes threatening to those not familiar with financial services. After graduating Arizona State University, where I earned a Bachelor’s degree in Business Administration at the W.P. Carey School of Business, I decided to take my passion for building meaningful and long-lasting relationships and became a financial professional. In my years of experience as a Financial Professional, I have seen such a need to help my community plan for their retirement; there are so many people that have not had the opportunity to sit down with a professional for guidance to get them in a direction that will help them realize their future financial goals.My business focus includes Retirement savings accounts (i.e. IRA's, 403(b) plans, 457 plans, 401(a), and 401(k) group plans); Retirement income distribution planning; Pension planning strategies; and Risk management.Securities and Investment Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.