About Us
Dedicated to serving our clients' needs for the past three decades
Lawrence Sasso, DBA, MSM, CLU, ChFC
Larry Sasso has three passions in life: teaching, working with young adults, and helping clients become financially independent. A veteran of the U.S. Marine Corps, Larry Sasso has been a financial services professional for almost 30 years. Sasso Insurance & Financial Services serves clients in a number of states, and is licensed in Massachusetts, Tennessee, Maine, Florida, Rhode Island, Georgia, Connecticut, and Ohio. Larry graduated from Northcentral University with a Doctor of Business Administration (DBA) with a specialization in Organizational Leadership and holds a Master’s degree in Business Management from Worcester State University. He holds the professional designations of Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Registered Health underwriter (RHU®).
In addition to his passion for financial services, Larry is passionate about sports and about coaching young men and women to accomplish their goals. He currently serves as Head Softball Coach at Anna Maria College and was appointed to Worcester State University's Board of Trustees in January 2021. A native of Worcester, Larry lives in Grafton, Massachusetts, with his wife Susan and two children, Erika and Thomas. At home, he tries to apply what he has learned about leadership and human motivation – with mixed results!
Investment advisory services provided through Bison Wealth, an SEC registered investment advisor. Registration as an Investment Adviser does not imply any level of skill or training. Bison advisory representatives may also be insurance agents with licensed insurance agencies and receive compensation for insurance products sold. Securities and Insurance products may lose value and are not insured by the FDIC. Lawrence Sasso Insurance & Financial Services, Inc. and Bison are not affiliated. Bison does not provide legal, insurance, or tax advice.
Additional information about Bison Wealth, LLC is available at https://adviserinfo.sec.gov/firm/summary/299805 under CRD number 299805. The SEC’s website www.adviserinfo.sec.gov also provides information about any persons who are registered as investment adviser representatives of the firm.
Larry was recently honoredto receive a Notable Veteran Executive Award from the Worcester Business Journal.
Our Partner: Fran Tarkenton & Tarkenton Financial
Larry is proud to work with Fran Tarkenton and the team at Tarkenton Financial as an authorized representative of the firm. Larry has worked closely with the Tarkenton team for nearly 15 years. Through his partnership with Tarkenton Financial, Larry has access to insurance products, strategies, and resources that help educate his clients and meet their retirement income planning needs.
Tarkenton Financial, LLC and Bison Wealth, LLC are not affiliated companies.