Financial Planning Questions
At Douglas Royce Advisory Group, LLC, we address your financial planning questions with clear, customized answers to secure your future in New Rochelle, NY, and beyond. With 18 years of expertise, including Wall Street insights, we simplify complex financial decisions for clients in Pennsylvania, Ohio, Florida, and seven other states. Our founder, who started the firm in 2016, emphasizes authentic, client-focused solutions over transactional interactions. We know you may wonder about our services, from protection insurance to portfolio management, or how we tailor plans to your needs. Below, we answer common questions to help you understand our approach and feel confident in your financial journey. Our New Rochelle roots drive our commitment to personalized guidance, ensuring you achieve your goals with peace of mind. Douglas Royce Advisory Group, LLC, can be reached at 914-274-8571.
Common Financial Planning Questions
What services do you offer?
We provide customized financial planning, including retirement planning, estate planning, and college savings (529 plans). Our protection insurance covers life, disability, and long-term care, while property and casualty insurance includes homeowners, auto, and commercial policies. Portfolio management focuses on investment strategies, risk management, and wealth preservation, tailored to your goals.
Tailored Financial Solutions
How do you customize financial plans?
We start by understanding your unique needs, life stage, and goals, whether you’re a young professional or nearing retirement. Unlike generic plans, we craft strategies from scratch, using terms like “customized” to reflect our approach, as noted in our client discussions. For example, we target disability insurance for younger clients and long-term care for those over 40, ensuring relevance.
What is the benefit of financial planning with you?
Our plans help you achieve goals like homeownership or retirement while growing wealth through strategic investments. They offer tax efficiency, financial security against unexpected events, and confidence through clear guidance. Portfolio management mitigates market risks, and insurance protects assets, saving you from costly losses, as emphasized in our client-focused philosophy.
Secure Your Future
Where do you provide services?
We serve clients in Pennsylvania, Ohio, Florida, and seven other states where we’re appointed, totaling 10 states. While based in New Rochelle, NY, with a registered office in New Jersey, we focus on statewide coverage rather than local cities like Pelham or Rye to broaden our reach, as discussed in our planning sessions.
How experienced is your team?
Our founder brings 18 years of financial expertise, including Wall Street trading experience, since starting the firm in 2016. This depth ensures informed strategies, whether managing investments or designing insurance policies, delivering proven results for clients across various financial needs.
How do I know if I need specific services?
We assess your life stage and goals to recommend relevant services. For example, we suggest 529 plans for parents, long-term care for those over 40, or disability insurance for younger clients. Our informative approach, avoiding terms like “educate,” ensures you understand options without feeling overwhelmed, per client feedback.
Trusted Financial Advisors
Why Choose Our Financial Guidance?
Our New Rochelle team excels with:
Deep Expertise: 18 years of industry knowledge for reliable plans.
Customized Solutions: Strategies built for your specific goals.
Accessible Support: Available Monday–Friday, 8:30 AM–7:30 PM, weekends by appointment. We provide relatable advice, ensuring you feel valued, not like a number.
Connect for Financial Answers
Have more questions? Our advisors are ready to provide customized answers to guide your financial future. Complete the form below to schedule a consultation and explore how we can support your goals across multiple states with clear, personalized advice.
