Broker Check

 

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®

 

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.

Related Contents

How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
Learn More
Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn More
You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Learn More

Servicing Rochester & Buffalo

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

Get Started