Macy Wealth Management Information

Macy Wealth Management is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. Macy Wealth Management serves any and everyone by meeting them where they are in their retirement journey--from those just beginning to develop a retirement plan, to those who are currently enjoying their retirement. If you are looking for guidance or support with any of your wealth managed accounts, investment options, retirement or insurance planning, Macy Wealth Management has many options to choose from that can help. Larry has 24 years of experience in the financial services industry and he is here to help his clients meet their financial goals. He holds a Series 7 and Series 66 securities registration and an insurance license with long term care certification. He specializes in putting together individualized client specific portfolios and managed accounts. He adheres to the fiduciary standard for each and every client he serves, meaning he puts the needs of the client first. If you are looking for an experienced financial advisor with access to the highest quality investment options available, give Macy Wealth Management the opportunity to get to know you and help you along your journey to reaching your financial goals.