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831 Southwestern Run, Suite 1
Poland, OH 44514
  • Phone:
    330-758-8360 or 800-462-1559
  • Fax:
    330-758-8355
  • E-mail address: mark.carlozzi@nextfinancial.com
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Our Services

Carlozzi Financial Services offers independent financial management and advice in the following key areas:

 

Wealth Management

  • Professional Money Management

  • Fee-Based Asset Management

  • Tactical Asset Management

  • Comprehensive Financial Planning

 

Financial Planning

  • College Saving Planning

  • Estate Preservation

  • Tax-Advantaged Investing

  • Social Security Planning

 

Investments

  • Stocks

  • Bonds

  • Exchange Traded Funds

  • Mutual Funds

  • Variable Annuities

  • Fixed Annuities

 

Retirement Planning

  • IRA Direct Rollover

  • Traditional IRA

  • Roth IRA

  • TSA/403(b)

  • 401(k) Plans

 

Insurance

  • Life Insurance

    • It Might Cost Less Than You Think

  • Long-Term Care Insurance

  • Disability Insurance 

Contact Us

831 Southwestern Run, Suite 1
Poland, OH 44514
  • Phone:
    330-758-8360 or 800-462-1559
  • Fax:
    330-758-8355
  • E-mail address: mark.carlozzi@nextfinancial.com
  • Facebook
  • LinkedIn

    Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC

To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com

     Carlozzi Financial Services is not affiliated with NEXT Financial Group, Inc.

Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice.  Please consult your professional before taking any action.

Investment products and services available only to residents of:

 Arizona, California, Colorado, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, Virginia, Washington, Wisconsin

Insurance products and services available to residents of: OH

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Check the background of this financial professional on FINRA's BrokerCheck