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1425 Jefferson Road
Rochester, NY 14623

Robert Mezzio, CRC®

(585) 272-8470

 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Understanding Today’s Financial Environment

Welcome, I’m Robert Mezzio, a financial professional in Hilton, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (585) 272-8470.

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Insurance Needs Assessment: Married With Children

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Buy or Lease an Auto?

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Much Home Can I Afford?

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5 Smart Investing Principles

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

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Investment Strategies for Retirement

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The Fed and How It Got That Way

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Emerging Market Opportunities

What are your options for investing in emerging markets?

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Consider These 3 Things Before Driving Off the Lot

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The Other Sure Thing

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