Daniel P. Mazzola

At Daniel G. Mazzola, CFA, CPA, CFP, we are dedicated to providing exceptional financial planning and advisory services to individuals, families, and businesses in Massapequa, NY, and surrounding areas. Our team of experienced professionals, led by Daniel G. Mazzola and Daniel P. Mazzola, is committed to helping our clients achieve their financial goals and securing their financial future.

Our Mission

Our mission is to be the industry's most customer-focused financial advisor, providing personalized and tailored solutions to meet the unique needs and goals of each client. We strive to build long-term relationships built on trust, integrity, and exceptional service.

Our Services

We offer a comprehensive range of financial services, including:

• Investment Management: We provide customized investment portfolios tailored to your risk tolerance, investment goals, and time horizon.
• Financial Planning: We help you create a personalized financial plan that addresses your financial goals, tax planning, retirement planning, and estate planning needs.
• Tax Planning and Preparation: We offer year-round tax planning, preparation, and filing of returns, as well as advocacy services if disputes arise with tax authorities.
• Retirement Planning: We help you plan for a secure and comfortable retirement, with strategies tailored to your unique needs and goals.
• Estate Planning: We provide guidance on estate planning, including wills, trusts, and probate, to ensure your wishes are carried out and your assets are protected.

What Makes Us Distinct

We pride ourselves on our prompt responses to calls, text messages, and email inquiries, providing personalized communications and plans that reflect each client's unique situation and expectations. As an independent financial advisor, we are not compelled or obligated to promote or sell any particular product or service, allowing us to provide unbiased and objective advice. Our spotless compliance record is a testament to our commitment to integrity and excellence.

Client Solutions

We understand that every client is unique, with their own financial goals, challenges, and circumstances. That's why we take the time to get to know you, understand your needs, and develop a tailored plan that addresses your specific situation. Whether you're seeking investment management, financial planning, tax planning, or retirement planning, we have the expertise and resources to help you achieve your financial objectives.