Broker Check

(585) 272-8470

   

Let me help get your finances in order so you can get back to what's important.

Client Centered

My name is Robert Mezzio, and I am a local financial advisor specializing in retirement and financial planning, including Medicare selection. I work alongside a team of advisors who have over 35 years of experience and have been helping people in the Hilton, NY area for decades to plan for their financial goals.

I work as your guide and advocate to help craft an effective plan designed to reflect your unique situation. I look forward to working with you.

Robert Mezzio, CRC®

Certified Retirement Counselor®

 

Schedule a Meeting


 

My goal is to support you through these questions and give you the clarity and planning you need to work towards your financial goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

 

I can offer a wide range of products and services to meet your financial, investment, retirement planning needs. Plus, I can guide you through your Medicare plan options and help you choose the right plan for you.

Learn More
Learn More

Related Contents

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn More
Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Learn More
How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.
Learn More

Servicing Rochester & Buffalo

Talk to me today to see how I can help you create a customized financial plan.

Get Started