Sam

Mazzola

CFS®

picture of a planner

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

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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