About Us

Our Primary Purpose

At Carlozzi Financial Services, our primary objective is to build long-term relationships with our clients and help them achieve their financial goals. With over 40 years of experience in the financial industry, Mark Carlozzi has the knowledge and expertise to guide his clients through all aspects of financial services.

Finding Your Fit

Located in Poland, Ohio, our firm is conveniently located in the tri-county area of Mahoning, Trumbull, and Columbiana Counties, serving the Mahoning Valley. We take pride in delivering personalized and exceptional service to our clients, always being available to assist them in any manner possible.

At Carlozzi Financial Services, our clients come to us because of the honesty, knowledge, and experience that Mark has acquired throughout his career and provides to each of his clients, in turn. Mark is an independent advisor that has no proprietary products which allow him to act in the best interest of his clients.

Mark’s expertise and decades of experience in the industry, combined with our commitment to delivering exceptional service, make Carlozzi Financial Services the ideal choice for those seeking personalized and trustworthy financial guidance.