Mazzella Estate & Asset Management

At Mazzella Estate & Asset Management, LLC, we pride ourselves on being a family-owned, independent Registered Investment Advisory firm. Unencumbered by the influence of a parent company or broker dealer, we are free to focus on your unique needs and goals, without external biases. As fiduciaries for our clients, we operate under a higher standard of care, putting your interests above all else.

A Rich History of Financial Expertise

Our story begins with Michael R. Mazzella, Sr., a seasoned professional with over 47 years of experience in the financial services industry. Michael's career spans from 1962 to 2009, during which he held various roles with MetLife, including leading agency manager in the western territory. His dedication to his clients was unparalleled, and his reputation was cemented when he was inducted into the MetLife Hall of Fame.

Michael's son, Michael R. Mazzella, Jr., followed in his father's footsteps, entering the financial services industry in 1982. With a strong background in insurance and investments, Michael Jr. worked with various major life insurance carriers and broker dealers, eventually becoming an independent financial advisor. His expertise in estate planning, retirement planning, and investment management has been refined over decades of working with clients.

A Legacy of Excellence

When Michael R. Mazzella, Sr. passed away in 2019, his legacy lived on through his son Michael R. Mazzella, Jr. and his own company, Mazzella Estate & Asset Management, LLC. This new era saw the company's continued commitment to providing personalized financial guidance, tailored to each client's unique needs and goals.

Our Comprehensive Services

At Mazzella Estate & Asset Management, LLC, we offer a wide range of services designed to help you achieve your financial objectives. Our expert guidance encompasses:

• Estate Planning & Administration: Expert guidance on estate planning, trust creation, and administration
• Retirement Planning: Strategies for maximizing your retirement savings and ensuring a comfortable retirement
• Investment Management: Customized investment portfolios tailored to your individual needs and risk tolerance
• Insurance Analysis: Comprehensive analysis of your insurance needs and strategies for optimal coverage
• Tax Mitigation Strategies: Proactive approach to minimizing taxes and maximizing your hard-earned income
• Business & Executive Benefits: Customized employee benefit plans and executive compensation strategies to support your business goals

Expert Guidance, Unparalleled Service

Our team of experienced professionals is dedicated to providing top-notch guidance and support. With a client-centric approach, we take the time to understand your unique needs, goals, and aspirations. We work closely with you to craft personalized financial strategies, ensuring you achieve your objectives.

Getting Started

If you're ready to take control of your financial future, schedule a free financial evaluation with one of our experienced advisors. As a new client, you'll receive a $100 gift card to a restaurant of your choice, as our thank you for taking the time to meet. Don't miss this opportunity to take the first step towards achieving your financial goals.