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What We Do

Mazza Financial Group provides comprehensive financial planning and investment management services customized to each of our clients.

MFG has been dedicated to our client centered approach to the planning process since our founding. Each of our clients, regardless of portfolio size, has a vision for their future that is unique. We strive to help clarify, simplify and educate our clients and review all available options to develop and implement a custom solution designed specifically for their situation.

Our commitment to independence and unbiased advice combined with our extensive knowledge, experience and expertise allows us to collaborate with our clients to help identify their goals and dreams so we can develop a custom investment management solution that will help our clients to achieve.

Our financial planning services will help identify and clarify goals specific to…

  • Business continuity and succession planning

  • Business continuity and succession planning

  • Cash flow management

  • College funding

  • Estate planning and transfer

  • Gifting strategies

  • Insurance planning

  • Long Term Care

  • Retirement planning

  • Social Security strategies

  • Tax planning and strategy

  • Wealth Accumulation

Our investment management services will provide a custom wealth and risk management solution to help you achieve your goals by considering…

  • Alternative investments

  • Annuity planning

  • Asset Allocation

  • Growth strategies

  • Hedging solutions

  • Income strategies

  • Investment manager selection

  • Investment strategy selection

  • IRA distribution strategies

  • Retirement plan management
  • Tax free exchanges including 1031 and 1035

  • Tax harvesting