BBB Accredited Business Profile

Lance Financial Associates, Inc.

Lance Financial Associates, Inc.

(781) 505-1941

Lance Financial Associates, Inc.

36 years in business
2 Winmere Ave
Burlington, MA 01803-4823
Fax Numbers
  • (781) 505-1945
Additional Email Addresses
  • larry@lancefinancial.com
BBB File Opened: 12/30/1988
Business Started: 01/01/1982
Type of Entity
S Corporation
Business Management
  • Mr. Lawrence M. Panzeri, President
Business Category
  • Financial Planning Consultants
  • No License Required Financial Consultants
  • Retirement Planning Services

Products & Services
ETF's,, MutualFunds, Stocks, Annuities, Life Insurance, CD'S, Long Term Care , principal protected accounts, bonds
Service Area
We service the following area(s): MIDDLESEX County, MA
Alternate Business Names
  • A Registered Investment Advisor
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
5
Methods of Payment
  • Check
Refund & Exchange Policy: 
The business states the Company acknowledges the receipt of money , and agrees to review all the facts provided by the client, and within 10 days from the above date, will notify the prospect in writing if he / she or they have been accepted for financial planning services. Should the client not be accepted for financial planning services, the $ deposit will be totally refunded at the time the notice is given. If a client is not accepted by Lance Financial, meaning Lance cannot adequately improve their financial situation; their deposit check will be refunded.
BBB accredited business

A+

Overview

Lance Financial Associates, Inc. is a financial planning and consulting company, furnishing advice to individuals on investments, securities, real estate, insurance and retirement.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

M: 9:00 AM-5:00 PM
T: 9:00 AM-5:00 PM
W: 9:00 AM-5:00 PM
Th: 9:00 AM-5:00 PM
F: 9:00 AM-5:00 PM
S: 12:00 PM-5:00 PM
Su: Closed

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Lance Financial Associates, Inc.

Lance Financial Associates, Inc.

BBB ACCREDITATION SINCE 12/30/1988

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