Sam
Mazzola
°ä¹ó³§Â®
Here to act in your best interests
About me
I love having conversations with my clients about their passions, whether that includes children, grandkids, Travel, hobbies and more. Together, we devise a comprehensive plan that can help them achieve their retirement goals while also enjoying life now. I’ve been a financial planner for over 25 years and still have the best job in the world.
Certifications
Certified Fund Specialist®
Education
Associate of Applied Science, Accounting - Monroe Community College, Rochester NY
Visit one of our Locations
Naples
8889 Pelican Bay Blvd
Suite 401
Naples, FL 34108
Tampa - East (Appt Only)
10150 Highland Manor Drive
Suite 200-232
Tampa, FL 33610
Rochester
350 Linden Oaks
1st Floor
Rochester, NY 14625
Working with Us
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Certain services provided on an educational and guidance basis only.
