Sam
Mazzola
CFS®
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.
