Daniel G. Mazzola, CFA, CPA

Financial Advising
Hours: Immediate responses 24/7 to calls, text messages and e-mail inquiries and concerns. Personalized communications and plans that account for client's situation and expectation. Independent: Neither compelled nor obligated to promote or sell any product/service. Spotless compliance record. Tax preparation with preemptive suggestions to reduce liabilities. Specialization in Social Security claiming strategies and coordination of benefits with other assets to sustain retirement spending in a tax-efficient manner. Embraces fiduciary responsibility. Retainer-Fee arrangement when circumstances dictate. ​Access to EMoney Financial Software.

• 1.27 miles

  

  A G Morgan Financial LLC - 5260 Merrick Rd # 102, Massapequa Financial Planners, Financial Advising

1. Massapequa, New York