Lawrence Passaretti Email & Phone Number | Lawrence is a financial advisor with over a quarter-century of financial investment planning experience. He has been recognized by his peers as a career builder and role model for success. He was elected into the AXA Hall of Fame and has been the recipient of many distinguished awards. Lawrence has also been quoted in notable financial publications and mainstream business media as well as a highly requested speaker for national industry conferences. Lawrence has built a team of financial professionals whose goal is to provide small business owners and inter-generational clients needs with the guidance to achieve the four essential cornerstones of financial success. Specialties: • Tax-qualified retirement planning • Education funding design • Employee benefit planning • Executive benefit planning & financial counseling • Estate liquidity and wealth transfer planning • Insurance analysis services • Business Continuity Securities offered through American Portfiolios Financial Services Inc. (APFS) Member FINRA, SIPC. Investment Advisory services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. PPS is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Lawrence Passaretti

Lawrence is a financial advisor with over a quarter-century of financial investment planning experie...
4250 Veterans Memorial Highway, Holbrook, United States

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Lawrence Passaretti’s Email passarettil@ppsadvisors.com

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Lawrence Passaretti’s Location 4250 Veterans Memorial Highway, Holbrook, United States

Lawrence Passaretti’s Current Industry Pps Advisors

Lawrence Passaretti’s Prior Industry Axa Advisors | Morgan Olmstead Kennedy And Gardner | Lehman Brothers

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Work Experience

Pps Advisors

Chief Executive Officer & Chief Investment Officer

2010-02-01 00:00:00 - Present

Axa Advisors

Financial Advisor

1986-02-01 00:00:00 - 2010-02-01 00:00:00

Morgan Olmstead Kennedy And Gardner

Financial Advisor

1982-01-01 00:00:00 - 1985-01-01 00:00:00

Lehman Brothers

Trader

1979-01-01 00:00:00 - 1982-01-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Lawrence Passaretti

Lawrence Passaretti is located at
4250 Veterans Memorial Highway, Holbrook, United States

Lawrence Passaretti is a Lawrence is a financial advisor with over a quarter-century of financial investment planning experience. He has been recognized by his peers as a career builder and role model for success. He was elected into the AXA Hall of Fame and has been the recipient of many distinguished awards. Lawrence has also been quoted in notable financial publications and mainstream business media as well as a highly requested speaker for national industry conferences. Lawrence has built a team of financial professionals whose goal is to provide small business owners and inter-generational clients needs with the guidance to achieve the four essential cornerstones of financial success. Specialties: • Tax-qualified retirement planning • Education funding design • Employee benefit planning • Executive benefit planning & financial counseling • Estate liquidity and wealth transfer planning • Insurance analysis services • Business Continuity Securities offered through American Portfiolios Financial Services Inc. (APFS) Member FINRA, SIPC. Investment Advisory services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. PPS is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.