Larsen Wealth Management Pass Cir, Gainesville

Larsen Wealth Management Reviews

• J

  John Schickinger
  5

  For 30 years I managed our retirement savings. As the final stages were approaching we decided that the stress and worries of self managed was not going to be good fit for an enjoyable retirement. We interviewed over 10 Wealth Management firms before choosing Roy Larsen. He has been our financial advisor for over 5 years. Roy gives us personalized service and is the unbiased voice of reason for financial decisions. We would recommend him for all stages of wealth management, I wish we would have found him sooner.

• K

  Kenneth Ingram
  5

  Roy has been my financial planner since I retired in 2002 and he has always had my interest and well being at the forefront of investments that have been made. Trust is the key to planning your financial well-being and I can say that Roy Larsen has always been a trusted friend and advisor.

• J

  Janice Goldbach
  5

  Roy Larsen is a bright and caring man, but his skills as a Financial Planner are outstanding. He guided me through retirement, estate planning and the death of my husband. Because he limits the number of clients he serves, he knows every detail of my account, my family and when I need to review my goals. He is very responsive, and tough when he needs to be. Roy is my FP and I would have no other. Roy is family.

• P

  Pamela R Potter
  5

  Roy Larsen, President of Larsen Wealth Management, LLC, has been our financial advisor for over 10 years. After creating a detailed financial plan, Roy expertly guided us into retirement. He is mindful of our risk tolerance, and his advice has been spot on.