Stephen M Polizzi Agency

More Info

Assisting clients with preserving and protecting their assets, for over 30 years.

General Info

Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies. Insurance and financial products are tailored to fit a client's situation based on his/her needs and budget. With over thirty year's experience in the industry and sound financial solutions, Stephen has assisted clients with preserving and protecting their assets to promote financial security and enhance quality of life. For over twenty years, he has conducted seminars on Financial Planning, Long Term Care Insurance and Medicaid Asset Protection.

Email

Email Business

Extra Phones

Toll Free: (800) 655-4899

Services/Products

Independent Insurance and Investment Advisor

Location

Serving the Rochester, Buffalo, Syracuse, Albany and New York City areas. Free consultations by appointment in office, your home or by phone. After hours available at your convenience.

Accreditation

CMFC, CRPS, CLTC, LUTC

Other Links

Primary Website

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About Steve

Contact Us

Categories

Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Life Insurance, Long Term Care Insurance, Mutual Funds, Retirement Planning Services

Reviews

Details

Phone: (585) 527-9191

Address: 61 School Street, Victor, NY 14564

Website: Primary Website