About Carlozzi Financial

About Carlozzi Financial Services

Founded in 1982 by Mark V. Carlozzi in Youngstown, Ohio. Carlozzi Financial Services has been guiding individuals and families through life’s financial decisions for over 43 years. Built on a foundation of trust, integrity, and lasting relationships, our firm has proudly helped generations of clients plan for the future with clarity and confidence.

As fiduciaries, we are legally and ethically committed to putting your best interests first — always. That means transparent advice, objective guidance, and financial strategies designed solely around your goals.

For decades, we’ve delivered comprehensive financial planning with a personalized, client-first approach. Whether you're saving for retirement, protecting your family, or building long-term wealth, we craft customized plans that grow with you.

What sets us apart is our deep commitment to relationships over transactions. We take the time to understand your story, your values, and your vision — so that every financial decision supports the life you want to live.

As we look ahead, we're ready for the next 40 years and beyond — continuing to serve our community with the same dedication and purpose that started it all.

Let’s build your financial future, together.

Personalized Financial Planning. Fiduciary Guidance. Strategies That Grow With You.

At Carlozzi Financial Services, we offer comprehensive financial planning and investment management tailored to your unique goals. Whether you're just starting your financial journey, building wealth, preparing for retirement, or managing a business, our team provides thoughtful, fiduciary advice that evolves with you.

Our Core Services Include:

Financial Planning

Customized, goal-based planning to help you navigate every stage of life—from building savings to planning for legacy.

Wealth Management

Wealth Management is all about helping you manage your wealth with a prudent and consistent approach.

401(k)/403(b) Planning

Maximize your workplace retirement plan 401(k) or 403(b) with clear guidance, smart investment choices, and proactive planning for a secure future.

Investment Management

Disciplined, research-driven portfolio strategies designed to match your risk tolerance, timeline, and financial goals.

Retirement Planning

Helping you plan and transition into retirement with confidence—whether you’re already there or 30 years away.

Insurance & Risk Management

Helping protect what matters most with guidance on life, disability, and long-term care insurance options.

Estate & Legacy Planning

Working alongside your attorney or tax professional to ensure your wealth is transferred according to your wishes.

Our Team

 

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