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Sam Mazzola

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.


Certified Fund Specialist®


Associate of Applied Science, Monroe Community College, Rochester NY

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Visit one of our Locations

Tampa - East (Appt Only)

10150 Highland Manor Drive
Suite 200-232
Tampa, FL 33610

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Tampa - Sarasota (Appt Only)

6151 Lake Osprey Drive
Suite 313
Sarasota, FL 34240

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8889 Pelican Bay Blvd
Suite 401
Naples, FL 34108

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350 Linden Oaks
1st Floor
Rochester, NY 14625

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning