Stephen Polizzi

Adviser Life DB LTC and Investments Rochester Buffalo Syracuse Albany in New York

Stephen Polizzi

Adviser Life DB LTC and Investments Rochester Buffalo Syracuse Albany in New York

Steve specializes in life, disability, long-term care, group insurance and investment planning in the states of New York and Florida. With over thirty year's experience in the industry and sound financial solutions, he has assisted clients with preserving and protecting their assets to promote financial security and enhance quality of life.

Steve was born in Upstate NY and has resided there his entire life. Growing up he wanted to be a race car driver and frequented the US Grand Prix at Watkins Glen. After graduating from college he followed his father into the insurance business and then started his own financial services agency. Prior to starting his own agency Steve worked for both MetLife and Prudential as a captive agent; but he wanted to offer clients what was right for them – not just what one company had to offer. His real passion is doing the right thing, every time.

As an independent financial services representative, Steve can shop around to provide you with the best solution for your situation. He believes families should have financial security, peace of mind and a choice when planning for future needs. For over twenty years, he has conducted seminars on Long Term Care Insurance and Medicaid Asset Protection. He has first-hand experience with his own father and mother-in-law preserving quality of life using long term care insurance.

Steve lives in Upstate NY with his wife and their cat. When he’s not busy teaching individuals’ ways to preserve their nest egg, he’s busy golfing on the area’s many fine golf courses, boating on the Finger Lakes or watching Indy and Formula One racing.

  • Work
    • Adviser Licensed in NY & FL
  • Education
    • State University of New York