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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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