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“The most important investment you can make is in yourself.” - Warren Buffett, American Businessman and Investor

Welcome To Carlozzi Financial Services

With over 40 years of experience in the financial industry, Mark V. Carlozzi has the knowledge and expertise to guide his clients through all aspects of financial services.

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<strong>The Foundation of a Strong Plan Is a Solid Relationship</strong>

The Foundation of a Strong Plan Is a Solid Relationship

You deserve to have confidence in how your investments are taken care of. Mark Carlozzi has decades of experience building long-term relationships with his clients that are based on transparency, communication, and integrity. Learn more about how Mark works with you to best help you on your financial journey.

<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We seek to help take the mystery out of preparing for today and tomorrow. Our experience and insights are yours to use for your benefit. Let us be your guide in building wealth, protecting your family, or preserving your assets.

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