Roy Lenzo III, President/CEO/Certified Financial Planner

Roy Lenzo III, President/CEO/Certified Financial Planner Roy is a graduate of Financial Planner Program from Long Island University at C.W. Post. That’s our pledge to you.

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He holds the Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter designations. Life is constantly changing, and along with it, your needs and circumstances. Lenzo Wealth Management helps individuals, families and small businesses identify and help them achieve their financial goals through all life’s stages. Lenzo Wealth Management offers client’s life-insura

nce based solutions, high quality financial services, advanced planning, and product specialists. We don’t take a one-size-fits-all approach to helping clients accomplish their goals—and we never will.

To all the amazing dads out there - Happy Father's Day! Thank you for your love, sacrifices, and encouragement.
06/21/2026

To all the amazing dads out there - Happy Father's Day! Thank you for your love, sacrifices, and encouragement.

Let’s celebrate that red, white, and blue spirit! At 1847Financial, we're all about embracing the American spirit and wh...
06/14/2026

Let’s celebrate that red, white, and blue spirit! At 1847Financial, we're all about embracing the American spirit and what better day to do it than Flag Day? So, take a moment to appreciate the symbol of our unity and freedom.

05/25/2026
Happy Mother’s Day! We want to take a moment to thank all the moms for the relentless effort and countless sacrifices yo...
05/10/2026

Happy Mother’s Day! We want to take a moment to thank all the moms for the relentless effort and countless sacrifices you put in every day. What do you appreciate most about your mom?

Address

445 Broadhollow Road Suite 25
Melville, NY
11747

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