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Don't just plan for the future...

Plan for all of life's adventures


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®

 

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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.

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Servicing Rochester & Buffalo

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

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