Daniel G. Mazzola, CFA, CPA, is a seasoned financial planner based in Massapequa, New York, offering trusted financial services tailored to individuals, families, and small business owners. With dual credentials as a Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA), Daniel delivers expert guidance in both financial planning and tax strategy. His firm specializes in providing personalized wealth management solutions that align investments with clients’ long-term goals and risk tolerance.
Beyond individual financial planning, Daniel offers comprehensive retirement strategies, tax-efficient investment advice, and estate planning services. He is known for his hands-on, client-first approach, placing a strong emphasis on transparency, education, and ethical financial management. Daniel also contributes regularly to community financial literacy by hosting seminars and educational talks, helping clients make informed financial decisions.
Dedicated to fiduciary principles, his practice operates with a commitment to always act in the client’s best interest. His deep experience in both accounting and investing gives him a unique perspective that sets his firm apart from traditional financial planners.
Website: http://www.danmazzola.com/
Key Services:
– Comprehensive financial planning
– Retirement planning and strategy development
– Tax planning and preparation
– Investment portfolio management
– Estate and legacy planning
– Risk management and insurance analysis
– Small business financial advisory
– Education funding and college savings planning
