Retirement & Portfolio Services

Does Your Money Deserve My Help?

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a financial professional in your corner. It’s my mission to coordinate all aspects of your financial picture to get you guidance and insights.

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One-size-fits-all financial blueprints? Not here.

Your goals are my goals. Regardless of your age or background, I believe people can live better lives with smart financial education and knowledge. I work closely with clients to match strategy to individual needs for every walk of life.

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Who I Serve

Helping investors from every background

Retirement

Create goals, and stick to them!

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Small Business Owners

Supporting small businesses

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Working Professionals

Make your money work for you

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Families

Understanding your unique needs

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How can I help?

I understand that not everyone’s financial situation looks the same. That’s why I offer a complimentary introductory call to see how I can help you address your goals. A short call is all you need to get started.

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Todd Mazur

Financial Advisor

727-871-2181

todd.mazur@lpl.com

Todd, a Financial Advisor with LPL Financial for the past 4 years and formerly at Waddell & Reed for 23 years, brings with him 27 years of experience – specializing in planning for retirement, wealth management, TSA/403(b)’s, FRS...

Sydney Mazur

Branch Operations Manager

sydney.mazur@lpl.com

Your Money. My Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a valued source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, I’m here for you. I’m proud of the people I’ve helped and hope to count you among them.

Retirement

Make goals and keep them on track

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Financial Advice

Goal-setting, cash flow, and risk management

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Debt Management

Keep your money working for you

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Estate Strategy

Blueprints for every phase of life

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As Simple As 1, 2, 3

STEP

1

Let’s get to know each other

The more I know about you, your finances, and your goals, the better I can help.

STEP

2

Let’s create your objectives

I’ll provide an amazing experience and a financial strategy that works with your lifestyle.

STEP

3

Let’s stick to those objectives

Life is always changing, and so are you. I’ll be by your side through every twist and turn.

Featured Clearnomics Chart

I hope you enjoy these as much as I do, and of course, contact me with any questions.

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Please click the link below to watch my featured video for a November 2025 recap and what that means for you and your money!

Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

I’d love to learn more about you and your financial goals. My form is the best way to schedule a complimentary introductory call.

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