Matthew Rozzi


    Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Estate Planning, Risk Management Strategies

    Languages: English

    I offer an analysis of your current financial situation and help you:

    • Identify financial goals and concerns
    • Illustrate what is being done to reach your goals and deal with concerns
    • Identify gaps if present, and offer solutions to fill them

    See Matthew’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Matthew

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    Wealth Protection Strategies

    Satellite Office

    Corporate Commons Two 2 Teleport Drive
    Staten Island, NY 10311

    CRN201912-180567