Generational client for over 30 years

Linda Carlino

"Mario has taken tremendous care of my mother's investments after my father passed away. Over the years he has made her income outperform the local Bank's safe investments. No matter if the market is up or down, we never worry how are money is doing. If you are similar to us, that you want an advisor you can count on, service you frequently, give you great investments that meet your objectives and avoid probate then Mario is the advisor you should invite to meet with you."

NBA Basketball Coach

Tony DiLeo

"As a coach, I understand having to plan ahead. Mario has always planned a head for myself and my family. He has provided great guidance and wisdom in the areas of retirement planning, college savings programs, life insurance for short term as well as the long term and cash flow analysis. Mario takes the time to listen to look at our current situation, our objectives, what type of investments that we desire to develop a winning financial game plan. Whether you are just getting started or are a seasoned veteran getting ready to retire, I highly recommend you recruiting Mario to be part of your team."

Clients for 15 years now Retired

Paul & Lois T

"We have used Mario to evaluate our investments, long term care and life insurance programs for over 15 years. Our investments have performed extremely well even through market declines. We have consistently received 7% to 10% year in and year out without any risk to our portfolio's principal. We would highly recommend Mario as a trustworthy, ethical and service oriented advisor."

Vicki & Mike Bahr

Client for retirement, cash flow anaysis, Social Security evaluation

"We have known Mario since 2013 however we just became an investment client in 2018. When we decided to start planning our retirement we interviewed about five advisors. After hearing from all of them, it became clear that Mario wanted to do more than just invest our money. He wanted us to feel secure by learning everything about our financial picture then providing solutions that made us feel secure. So, not only did he provide the best investments for our needs, but he also laid out a detailed retirement plan. It includes everything that we needed to feel comfortable.  We feel that we are in good hands, and we would highly recommend Mario."

Johnny "Midnight" Lerro

Retired Business Owner, Estate, Retirement, Investment Income Client since 1990

"Mario has helped me in so many ways. It's rare that you want to tell people about someone, but Mario is that kind of guy. He helped me accumulate my retirement savings and planned my father's estate distribution.  My investments are invested so that I receive high interest without any chance of my money declining from any stock market downturns or corrections. He puts me in a position to be retired and not worry about my future finances. I would absolutely recommend that you meet with him to see if he can help you like he has helped me."

Susan Tipton

Financial Planning, IRA rollover client

TBA

Mark Morris, Firmwide Managing Partner, Fox Rothschild, LLC

Business Services Client-Law firm offering Aflac Benefits

"Fox Rothschild, LLC has 900+ lawyers and 500+ staff members across the U.S. with 27 offices. We take great pride in offering our firm top notch benefit plans. We are very pleased to have Mario heading up and communicating Aflac's programs to our firm. We feel they offer our employees additional benefits to provide for themselves and their families."