We work with clients to develop an overall financial plan that encompasses investments, retirement planning, insurance and taxes.
One size doesn’t fit all and the same goes for your investments. We look at each client individually and tailor your portfolio based on your goals and financial timeline. We take the time to develop a rich understanding of your individual goals and objectives in order to find the best investment strategies for your specific needs.
We assess what type of insurance vehicles are currently in place, if any, and decide if they properly match up with the client’s goals in achieving safety and preservation.
what we do
At Rizzotto Wealth Management we are guided by your goals and objectives and not obligated to any single product or company. We look at your complete financial picture in order to serve your needs as a whole. Through all phases of life, we can help you establish the appropriate portfolio to help you pursue your financial goals. We are committed to assisting our clients every step of the way when it comes to investing, retirement, income planning and taxes.
who we are
We pride ourselves on being a close knit, community minded firm that can handle all aspects of your financial picture. Transparency and communication are extremely important to us and we strive to provide exemplary customer service, while displaying the highest standard of ethics and professional knowledge.
what our clients have to say
Ed has continued to show me how I can save by working with him. He has proven to be honest, trustworthy and respectful. He tells you the pros and cons of each investment and then you decide, without any pressure from him, what is in your best interest. I highly recommend Ed Rizzotto to anyone seeking to protect their investments and watch them grow.
We are particularly pleased and thankful in the way that you have handled our account. You have always been helpful, and you have never been pushy. You have thoroughly discussed, in detail, our financial position and desires for our retirement years. You have answered our phone calls promptly and you have fully answered all of our questions. Frankly, we have never received such fine assistance and results from any of the numerous consultants that we have had over the past many years. Thank you very much, Ed. Please keep up the good work!
On our initial visit we experienced a very warm and welcoming atmosphere. Ed and his assistant, Dori certainly made us feel welcome. On our next visit, after Ed had reviewed our investments, he showed us how we could save several thousand dollars in fees. He also worked very hard to make changes that will return more dollars to us safely. We are very pleased to be with Ed and his staff and will recommend them at every opportunity. P.S. The cost of our tax preparation is less than one half of what we were paying.
I first became acquainted with Ed Rizzotto through a financial and tax seminar he conducted a few years ago. His knowledge and manner were very impressive. He was not aggressive in his presentation; but he gave us information that was very helpful, and he did it in a thoughtful way. His office has also done my income taxes for several years, and I feel they have figured my tax liability very efficiently and economically. I highly recommend Ed Rizzotto for his knowledge, his sincere caring of his clients and for his service.
Ed was a thorough teacher and accessible communicator. At our first private meeting he collected all of our financial data, and immediately suggested some venues, although telling us he wished to research all possibilities available to us, and then scheduled a second meeting with us. Ed then laid out his results, which allowed us several options, both long term and immediate benefit. At this time we are safe in Ed Rizzotto’s hands, and grateful that his recommendations proved safe for our money.
I was looking for someone who could prepare my income taxes AND someone to give me financial advice. I feel confident when I meet with everyone. Every question or concern that I have had has always been met with true professionalism, courtesy and friendliness. It’s been a pleasure to meet with Ed on every occasion and he will always take time to explore ideas and be creative. In particular, he has saved me money in my income tax situation. I look forward to a sound financial future with his guidance and his advice!
Anyone looking to plan for their retirement would definitely benefit discussing their goals with Ed. He’ll develop what “he contends is best” for his clients. He’ll answer all the client’s questions but won’t pressure the client to close the deal. It’s like “here’s what I propose is best for you to reach your retirement goals.” The client makes the decision based on the proposal. Rose and I would recommend Ed and his firm to anyone interested in planning for their future. Ed, don’t change a thing you do and you’ll continue to assist many new clients to plan for the future.
- Upcoming Webinars will be announced here once dates have been solidified.