Description

Edward G. Rizzotto is an Insurance Financial Representative who holds a state-regulated license to offer insurance products as well as a securities license to offer investment products. He specializes in advising his clients on such subjects as how to preserve their assets and reduce their taxes, how to diversify their portfolio for growth and stability and how to create more income for retirement. Ed is committed to the financial security of his clients and he is proud to provide exemplary customer service while displaying the highest standards of ethics and professional knowledge. Ed enjoys golf, tennis, running, traveling, but most of all spending time with his family. He resides in Trinity FL with his wife Lorrie of 25 years their two children. 

Education

Ed received his B.A. degree in Business Management from National Louis University - Evanston IL. He also served in the United States Coast Guard both active and reserve duty from 1986 - 1999. He entered the Insurance and Financial Services Industry in 1993 where he then later attained both an insurance and securities license. Throughout his many years as a financial planner Ed has completed various education courses on different aspects of financial planning including the following courses Florida Tax-Qualified Long Term Care Financial Planning for Retirement Proper Planning Transfers Rollovers of IRAs and Qualified Plans 401k 403b 457 Plans SEP IRAs Keoghs etc. Ethics for the Insurance Professional Annuities and Pension Plans Social Security Medicare Understanding Next Generation Optional Living Benefits Anti-Money Laundering Rules and Regulations Surrounding Deferred Variable Annuities and many more.

Associations

Ed is an approved member of the National Ethics Association NEA and independent organization of Insurance and Financial Advisors who have passed the NEA background checks. Ed offers securities through Foresters Equity Services Inc. Member FINRASIPC. Rizzotto Tax Advisory Group are also members of The National Association of Tax Professionals.

References

Steven Hitchcock Attorney 727-443-7898, Robert Grebe RetiredTeacher Business Owner 727-784-6725, John Morley Retired Business Owner 727-953-8179, Victoria Gardner Retired Business Owner 727-784-3537, Glenn Cronier Ret U.S. Air Force 727-447-5421, David and Sarah Byers RetiredTeachers 727-585-8469, Bod and Rose Sullivan Retired VFW 727-595-8607, Bob Smith MECA Contractor 727-581-8938, Bruce and Anita Johnson Computer Programer 727-375-8492. Other references are available upon request.