Stephen M. Polizzi Agency is an independently owned financial services agency that offers quality products from a wide choice of financially stable and competitive companies. Insurance and investment products are tailored to fit a client's situation based on his/her needs and budget. With over thirty year's experience in the industry and sound financial solutions, Stephen has assisted clients with preserving and protecting their assets to promote financial security and enhance quality of life.

Steve Polizzi was born in Rochester, NY and has resided here his entire life. After graduating from the State University of New York College at Cortland he entered the financial services business. Prior to starting his own agency he worked for the two largest insurance companies as a captive agent, but he wanted to offer clients what was right for them – not just what one company had to offer. As an independent advisor, Steve represents multiple companies so he can provide you with the best insurance and investment products to address your situation.

Steve offers investment products including mutual funds, variable annuities and variable universal life insurance as a Registered Representative with Peak Brokerage Services, LLC.

In addition to holding a Bachelor of Science degree, Steve has earned the designations of Chartered Retirement Plans Specialist (CRPS) and Chartered Mutual Fund Counselor (CMFC) from the College for Financial Planning.  To become a CRPS, he completed an eleven-part program designed specifically for working with companies and small business to address the needs of designing, installing and maintaining both qualified and non-qualified retirement plans.  To become a CMFC, he completed a nine-part program establishing his professional knowledge in all areas of mutual funds - including selection, measurement, asset allocation, constructing optimal portfolios and retirement planning.  For more information on financial products, click on the CMFC logo to order a free brochure.

Continually adding to his credentials, he has earned the designation of Certified in Long-Term Care (CLTC) from the Corporation for Long-Term Care Certification by completing a rigorous multidiscipilinary course enabling him to offer guidance to individuals and families to help solve long-term care needs.  Steve also successfully completed the New York State Education Program certifying him to offer the New York State Partnership for Long-Term Care Insurance.  For over thirteen years, he has conducted seminars on Long-Term Care Insurance and Medicaid Asset Protection.  Visit a seminar reservation site for more information.

Stephen M. Polizzi Agency is located in Rochester, New York at 1320 Buffalo Road.  Building 1320 Buffalo Road is directly behind 1350 between Mt. Read Blvd. and Howard Road - down the street from The Garden Factory.

Products and agency services may not be available in all states. Stephen M. Polizzi is licensed for life, health and variable annuity products in the states of New York and Florida.

Securities offered through Peak Brokerage Services, LLC. Investment Advisory Services offered through Blackridge Asset Management, LLC. Stephen M. Polizzi Agency is a separate and independent entity from Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Member FINRA / SIPC.

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