New Client Offer! Receive $100 Gift Card!
To qualify for the gift card, you must complete our planning process.
Our planning process is a two-part process covered over two meetings. The gift card is given to you at the end of the second meeting. This offer is only available to individuals who are not current clients.
As a Registered Investment Advisory firm, we operate as fiduciaries which requires us to know as much about your financial situation as possible to give proper advice and suggestions. Therefore, we would ask that you bring the following information with you to our first meeting:
- A copy of your most recent tax returns
- Copies of any policies/contracts including annuities, life insurance, and any other type of insurance you would like to discuss.
- Copy of your will or trust
- Recent pay stubs
- The most recent statements for all your assets such as 401k, bank accounts, investment accounts, IRAs, and any other assets you deem valuable.
Mazzella Estate & Asset Management (MEAM) reserves the right to determine if the potential client qualifies for the gift certificate and MEAM can rescind this offer at any time for any reason.