lindsay-capozza_f145e0b8ac104aee964e587907cd2787

Lindsay Capozza

Wealth Management Advisor

AIF®, CFP®, RICP®

Professional Story

Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Financial Education, Student Loan Refinancing

English

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB.

Setup An Appointment

Coverpath - Get a quote for term life insurance
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

San Jose State University

MassMutual Arizona

17550 North Perimeter Drive, Suite 450 Scottsdale, AZ 85255
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MassMutual Arizona Office