Marco Mazzone

Tel: (440) 546-7550
8227 Brecksville Rd
Suite 201
Brecksville, OH 44141
American Heritage Financial Advisors,LLC | Financial Advisor in Brecksville ,OH

About American Heritage Financial Advisors,LLC

Financial Planning and Registered Investment Advisory Firm. Specializing in IRA Rollovers, 401k, 457, 403b, Pension Plans, Retirement Planning, Portfolio Management and Estate Planning, Trusts and Medicaid Planning. Investment Analysis and Forecasting Analysis. Additional expertise in Annuities, Life Insurance and Long-term Care Strategies.

30+ Years of Experience



General Information
Firm Start Year:   1995
No.of Employees:   2-4
Insurance License#:   Life, Health, HMO, Annuities, Variable Annuities
Name of Broker/Dealer:   Planmember Securities Corporation
Name of Custodial Firm:   Planmember Securities Corporation, Pershing Clearing. , Planmember Securities Corporation, Pershing Clearing.
States Licensed in:   OH,MI,VA,FL,TX,SC,PA,CO,NV.
Number of Years with Current Firm:   22+ , 22+
Work Experience:   1968 to 1977--Division Manager, Equitable Life of the U.S., 1978 to 1989--Vice-President/Director of Financial Communication Services, National Deferred Compensation., 1990 to 1995--Vice-President/Regional Director, Laughlin Group Advisors,Inc., 1995 to Present--President, American Heritage Financial Advisors, LLC.
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses
Services
Investment Types:   Bonds , Mutual Funds , Options & Futures , Stocks , Annuities , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , Via phone , At your office , Via email , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Accident , Annuity , Health , Life , HMO , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Brecksville Chamber of Commerce, Youth Outreach, Lakeside Yatch Club.


Firm Information
Firm's Number of Clients:   425 , 425
Firm's Number of Planning Clients:   130 , 130
Firm's Number of Managed Clients:   125 , 125
Assets Managed by Firm:   $38M+ , $38M+
Advisor's Number of Clients:   210
Advisor's Number of Managed Clients:   75
Advisor's Number of Planning Clients:   80
Assets Managed by Advisor:   $20M+ , $20M+


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $150,000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets
Fee % Based on Assets:   1 to 1.25
Hourly Rate:   $150
Flat Fee Rate:   N/A
Additional Details on Charges:   May provide additional management services without
a charge if an exsisting client.
Minimum Fee Charged for Managed Accounts:   $250
Minimum Fee Charged for Hourly Planning Accounts:   $350
Minimum Fee Charged for Flat Fee Accounts:   N/A


Education
BS Accounting - Accounting and Economics  Kent State University - Kent, Ohio
Sept. 1964- June 1968

B .S. Accounting/ Economics - Accounty. Business Adminstration  Kent State University - Kent, Ohio
9/1964- 6/1968

B .S. Accounting/ Economics - Accounty. Business Adminstration  Kent State University - Kent, Ohio
9/1964- 6/1968



FAQs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? BS Accounting and Economics. CFP College for Financial Planning, Certified Senior Adviser.
  • What is your approach to financial planning? Consultant, Educational, advisory. Customized Financial Planning and forecasting.
  • What services do you offer? Total Financial Planning, Retirement Planning and Investments Management. Estate Planning and Investment tax management.
  • How many clients do you currently manage? 300 plus
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DISCLAIMER

American Heritage Financial Advisors,LLC. is an Independent Financial Planning Investment Advisory Firm. Securities are offered through PlanMember Securities Corporation, a Registered broker/dealer, and advisor and member of FINRA/SIPC.

Marco Mazzone

Marco Mazzone

CSA, LUTCF, College for Financial Planners Diploma

Biography


Mr. Mazzone's current focus is in Retirement Planning and Investment Management for Wealth Management Individuals and Corporations. He has provided financial advice to Individuals, Corporations and Government Agencies. Marco is educationally oriented with all the help and advice he provides to all of his clients, so that each one of them will make intelligent informed decisions. He has conducted over 2,300 group Financial Education Seminars for Corporations and Gov't. Agencies through out the Eastern U.S. Marco performs extensive due diligence on the plans,services and investments that he may recommend. An Independent Advisor he has no allegiance or conflicts of interests to any companies. Marco's philosophy is to incorporate a Multi-strategy approach that creates a "Protect the Downside" Strategy. We all know how important this kind of strategy is in todays economy and clients in their retirement years.

Marco was born and raised in Cleveland, Ohio, educated at Kent State University with a B.S. in Accounting and Business Administration. Received his Certified Financial Planning Diploma from The College for Financial Planning in Denver, Colorado, and is also a Certified Senior Advisor.
Marco and Mary reside in North Royalton, Ohio and enjoy their family of two children and five grandchildren. His hobbies include golf, travel, boating, aviation, water skiing, piano, sports and reading. He donates his time to his community with numerous charities, and belongs to the Brecksville Chamber of Commerce.

Communities Served

Akron Aurora
Avon Avon Lake
Beachwood Berea
Brook Park Cleveland
Gates Mills Grafton
Hinckley Hudson
Independence Lakewood
Macedonia Maple Heights
Medina North Olmsted
North Ridgeville North Royalton
Olmsted Falls Richfield
Rocky River Solon
Strongsville Twinsburg
Valley City Westlake
Broadview Heights

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:30 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:30 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:30 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:30 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Compensation Arrangements

Check

Awards & Recognitions


Leading National Division Manager
(1975)

Earned number one Division Manager in the Nation out of 1,400 managers at Equitable of the United States.