As an independently owned financial services agency
we offer financial planning, retirement strategies and
asset protection tailored to fit a client's situation based
on their individual needs and budget.
The Process.
Where do we begin?
Regardless of your situation, to get started,
we use a basic, sound approach with each
client. This begins with collecting standard
information like your current investments,
sources of income, employment status and
tax status.
Once we have the basics, we prepare a list
of your assets and investments and discuss
your experience with insurance and
investments. From that discussion we will
complete a questionnaire regarding your
tolerance for risk with respect to investment
products. In addition, we will determine any
obstacles to overcome regarding insurance
and investment needs and discuss a
timeline for you to accomplish your goals.
Based on all of this information, we will
prepare and present to you the best
financial solution custom designed to suit
your situation.
How is your current
financial plan? Take the
quiz.
Not sure where you stand? Answer ten
simple questions. Get started here >>
Financial Planning
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Retirement Accounts
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Mutual Funds
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Life Insurance
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Disability Insurance
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College Savings Accounts
Retirement Strategies
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Retirement Accounts
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Mutual Funds
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Life Insurance
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Investment Advisory Service
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Annuities
Asset Protection
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Disability Insurance
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Survivorship Life Insurance
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Buy-Sell Life Insurance
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Long Term Care Insurance
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Annuities
Stephen M. Polizzi is licensed for life, health and variable annuity products in the states of New York and
Florida. Securities offered through Hazard and Siegel Inc. Member FINRA / SIPC. Investment Advisory Services
offered through Hazard and Siegel Advisory Services, LLC, an SEC Registered Investment Advisor, 5793 Wide-
waters Parkway, Dewitt, NY 13214, (315) 414-0722.
Check the background of this investment professional on FINRA's BrokerCheck >>
Copyright 2021 Stephen M. Polizzi Agency, Rochester, NY
