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About Us

Expertise for Your Financial Journey

Expertise for Your Financial Journey

Welcome to Rizzo Financial Group, a trusted team of financial professionals serving our clients for over 28 years. We understand the challenges in planning for your retirement and maneuvering through the complexities life brings upon us.  From determining optimal savings targets to identifying the most advantageous long-term tax strategies, we understand the important responsibilities you face as you prepare for your retirement. Rest assured, our team is here to alleviate your burdens and provide the expertise you need to navigate your journey with confidence.

We understand that financial planning and saving for retirement goes beyond budgeting and stock investments. It's about understanding your unique needs, goals, and dreams to craft a comprehensive plan that pursues your success. Allow us to help create a successful strategy for you.

Whether you're just starting to plan for retirement or looking to grow your wealth, you need a team that is always working in your best interest.  From researching the best investments, and developing the proper asset allocation, to creating a personalized retirement and income plan. We partner with an extensive team of economic, tax, and estate planning professionals who all work together to provide you with the best approach to financial planning. 

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Personalized Service

Our personalized approach considers your current situation, risk tolerance, and future goals, keeping you on track toward pursuing your financial aspirations. 

Client Centered

At the heart of our planning approach, we focus on your unique circumstances and personal objectives.

We begin by evaluating your current financial position, goals, responsibilities, and risk tolerance. Using this information, we develop a personalized financial recommendation tailored to help you pursue your goals and safeguard your wealth.

We value our clients' trust and work hard to maintain it by providing unbiased and objective advice. Thank you for considering Rizzo Financial Group. We look forward to working with you

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