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Contact Info

Office: 330-758-8360
Toll Free: (800) 462-1559
Fax: (330) 758-8355
Email: info@carlozzifinancial.com

Location

831 Southwestern Run, Suite 1
Poland OH 44514

Services

Financial Planning
Wealth Management
401k/403b Planning
Investment Management
Retirement Planning
Insurance & Risk Management
Estate & Legacy Planning

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Osaic Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. Member: FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced.