Broker Check

Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Daisy Calderon

Executive Administrative Assistant/Underwriting Coordinator

215-423-7400

215-423-9556

dcalderon@irus.com

Frank Spezzano, CLU, ChFC, MSFS, AEP

President & Owner

215-423-7400

215-423-9556

fspezzano@irus.com

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...

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Robert McElwee, RHU

Internal Analyst

215-423-7400

215-423-9556

rmcelwee@irus.com

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...

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