Broker Check

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 along with 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 Your Retirement Review


 

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

<p>My Retirement Savings</p>

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
Learn More
<p>Fallen Tree Damage&#8212;Who Pays?</p>

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Learn More
<p>Alternative Investments - Going Mainstream</p>

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Learn More

Servicing Rochester & Buffalo

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

Get Started