Roy Balfour
President at Ro-Mart Inc. | Shrewsbury, Massachusetts, United States
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Roy Balfour, as President of Ro-Mart Inc., leverages his extensive expertise in domestic and international trade to drive innovative solutions in the wholesale consumer goods sector. With a strong affiliation to CBC Retirement Partners, Roy specializes in Executive Benefit Strategies that empower clients to optimize their financial portfolios while enhancing tax efficiency. His strategic approach not only focuses on wealth growth but also emphasizes the importance of asset protection and legacy planning, ensuring that clients can disinherit the IRS without jeopardizing their family’s financial future.
At Ro-Mart Inc., Roy is actively involved in key projects that integrate financial services with consumer goods, creating a unique synergy that benefits both sectors. His commitment to improving control and increasing value for clients is evident in the tailored strategies he develops, which are designed to meet the specific needs of small businesses and individuals alike. By fostering a collaborative environment with his financial adviser team, Roy ensures that business and personal goals are not only met but exceeded.
With over 40 years of experience in retirement and pension benefits design, Roy’s insights are invaluable for clients navigating the complexities of financial planning. His proficiency in fixed annuities, life insurance, and mergers & acquisitions positions him as a trusted resource for those seeking to enhance their financial security. Roy Balfour’s dedication to strategic financial planning and asset protection makes him a pivotal figure in the industry, guiding clients toward sustainable growth and peace of mind.
For inquiries or to explore how Roy can assist you in achieving your financial objectives, please reach out directly at 508-842-0523 or via email at [email protected].
President at Ro-Mart Inc. in April 1982 to Present
President at Ro-Mart Inc affiliate CBC Retirement Partners in January 1991 to Present
NE Affiliate CBC Financial at Columbia Benefits Consultants, Inc. in January 2006 to Present
Past Owner/Founder at Sales Mark Inc (Coffee-Pak) 100% Colombian Coffee in January 1982 to January 1992
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Employee Benefits
Mortgage
Retirement Planning
Strategic Planning
Asset Protection
Strategic Financial Planning
Investments
Small Business
Fixed Annuities
Estate Planning
Mortgage Lending
Wealth
Life Insurance
Strategy
Management
401k
Finance
Financial Advisory
Financial Planners
Financial Planning
Mergers & Acquisitions
Pensions
Public Speaking
Retirement
Wealth Management
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What is Roy Balfour email address?
Email Roy Balfour at [email protected] and [email protected]. This email is the most updated Roy Balfour email found in 2026.
What is Roy Balfour phone number?
Roy Balfour phone number is +15085798623 and +13036671150.
How to contact Roy Balfour?
To contact Roy Balfour send an email to [email protected] or [email protected]. If you want to call Roy Balfour try calling on +15085798623 and +13036671150.
What is Roy Balfour net worth?
Roy Balfour has an estimated net worth of $750,000 to $999,999
What company does Roy Balfour work for?
Roy Balfour works for Ro-Mart Inc.
What is Roy Balfour's role at Ro-Mart Inc.?
Roy Balfour is President
What industry does Roy Balfour work in?
Roy Balfour works in the Financial Services industry.
Roy Balfour Email Addresses
Roy Balfour Phone Numbers
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