Carlozzi Financial Services is a full-service financial firm committed to helping clients achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them.
Our firm is completely independent, so our loyalty remains exclusively to our clients - not a parent company.
Our independence enables us to establish working relationships with many industry-leading wealth management, brokerage, and investment advisory firms as well as insurance providers. We leverage their products and services to create customized client portfolios. We recommend only those products and services which can be tailored to suit our client's unique needs.
In 2011, Carlozzi Financial Services moved to its current location in Poland as part of an expansion, which was the result of the increased growth of our wealth management business. We now proudly serve clients over the entire state of Ohio as well as 20 other states.
The firm was founded by president Mark V. Carlozzi, who began his career in the financial services industry in 1982.