Our Philosophy
There are many boutique financial services firms that primarily provide financial planning services and other firms that primarily provide investment management or wealth management services. These may be good firms with good people and they may provide many desired services, but we believe each of these service models fall short of providing a true comprehensive solution.
At MFG, we believe the combination of financial planning and investment management, where a broad range of planning options and the integration of difference investment management strategies are utilized to construct a custom solution for each client, provides the best overall client experience and delivers the best long-term results.
Our Clients
Mazza Financial Group works with individuals, families, trusts and businesses. Our clients come from all walks of life, work in a variety of fields and are located all across the United States.
We have only two requirements when building and maintaining an advisory relationship with our clients. We ask that our clients be responsive to requests for updates on their situation and financial condition and are willing to meet with us at least annually to review their financial plan and investments.