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James M. Mazza, MS, CFP®

James Mazza & Associates

2024 W Henrietta Rd
Ste 3H
Rochester, NY 14623
Phone: (585) 723-5510
Fax: (585) 475-9959

Toll-free: (877) 850-7952

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Household Income Minimum: $90,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.