Sam
Mazzola

CFS®

Request an appointment
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.

Certifications

Certified Fund Specialist®

Education

Associate of Applied Science, Monroe Community College, Rochester NY

Request an Appointment

Visit one of our Locations

Tampa - East (Appt Only)

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

Explore location

Tampa - Sarasota (Appt Only)

6151 Lake Osprey Drive
Suite 313
Sarasota, FL 34240

Explore location

Naples

8889 Pelican Bay Blvd
Suite 401
Naples, FL 34108

Explore location

Rochester

350 Linden Oaks
1st Floor
Rochester, NY 14625

Explore location

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

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health