923 Marlborough Street
Our firm specializes in helping individuals develop sound financial strategies and personalized action plans, whether it is evaluating your current business operating strategies, taxes, insurance, or investment needs. We work closely to map out the path to retirement and help make that transition just as rewarding as the time you spent building your net worth.
We offer personalized and proprietary tools to best examine and understand your needs, values, and goals. All of this works together to form the basis of your custom plan. We understand the intricacies of the high-net worth entrepreneur and value your concerns for investing, insurances, family dynamics, estate conservation, preservation and wealth distribution.
Executive Administrative Assistant/Underwriting Coordinator
President & Owner
Frank Spezzano, CLU, ChFC, MSFS, AEP, is the sole owner/President of IRUS Advisory Corporation in Philadelphia, PA. He is also registered with Lion Street Financial, a broker/dealer with 1000 exclusive representatives nationwide, as...
Robert McElwee, RHU, has over 40 years experience in the insurance and financial industry. He is a registered representative with Lion Street Financial. Bob brings expertise in Individual and Cafeteria Plan Design and Administration, TPA...