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  • Testimonial

    "Roy Assad was my insurance consultant and later my financial advisor when he was based in NYC. Roy is an excellent listener. He is inventive, hard-working, generous, and optimistic. He explained concepts with inimitable patience. No matter how mundane my questions were, he always approached creative problem-solving with respect and a can-do attitude. He's an arts aficianado who's always willing to learn more and has boundless energy. He helped me greatly at a crucial post-college time when I was beginning my career in the Performing Arts. Roy is a great and consistent communicator. I give my highest recommendation to Roy Assad!"

    June 23, 2008
    Wendy B.