Frank J. LaLoggia
Frank J. LaLoggia works with individuals and business owners in the Rochester area assisting them in the retirement planning process. He holds Series 7 and 66 securities licenses and the NYS Life and Health insurance license.
Frank conducts retirement planning and financial seminars throughout the United States. With over 35 years of experience in the retirement planning and financial services industry, Frank has assisted many of our countries’ leading financial organizations in the creation and development of their retirement planning practices.
Frank has achieved the designation of Deferred Compensation Specialist through Northeastern Universities Center for Continuing Education and The National Retirement Plans Training Conference. Frank is the former President of PM & F Services, a national pension and retirement planning firm, which was owned by a multi-billion dollar financial organization.
Frank resides in Penfield, New York with his wife, Angie, and his two boys, John and Michael.
Frank J. LaLoggia is a Registered Representative offering securities through Cadaret, Grant & Co., Inc. (One Lincoln Center, Syracuse, NY 13202 315.471.2191) member FINRA/SIPC. Beltz Ianni & Associates and Cadaret, Grant are separate entities.« Back to Our Team