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KNOWLEDGE

& EXPERIENCE



I have the experience to make a customized plan just for you.




Let me help you reach your retirement goals.

Many individuals, couples and families have questions about their finances. 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 will evaluate your circumstances, goals, and needs to help craft a custom financial plan for you. Contact me today to start your plan.

Contact Me

Meet The Team

Robert Mezzio, CRC®

Certified Retirement Counselor®

(585) 272-8470

(585) 272-9806

[email protected]

Rob has been providing personal financial services since 2001, focusing on working with teachers and retirees looking to turn their hard earned savings into a lifetime of retirement income. Rob looks to build relationships based on...

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Morgan Weiler

Administrative Assistant

(585) 272-8470

(585) 272-9806

[email protected]

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

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