Mission Statement

For Centuries, the Ivy plant has symbolized stability, growth and prosperity. At Ivy Financial we believe in providing our clients with the highest standards in the financial services industry based on a serve first philosophy. With dedication, hard work and commitment our mission is to assist you in achieving your financial well being to realize your goals and dreams.

Michael P. Zoli CFP, CCPS

Michael Zoli is a CERTIFIED FINANCIAL PLANNER and Investment Consultant with Ivy Financial Group. He is a licensed insurance agent in New York, he is long-term care partnership certified, and holds appointments with several insurance companies. Mr. Zoli also holds a FINRA Series 7 General Securities & Investment Company Variable Contracts Representative as well as his Series 66, which combines the Registered Investment Advisor and the Uniform Securities Agent State Law.

Michael Zoli Contact InfoMr. Zoli earned his B.S.C.E. in Civil and Environmental Engineering, with concentrations in Business Administration and Computer Design from Clarkson University. He served as Vice President of Torrington Industries Inc. for 10 plus years where he developed and oversaw all key operations.
Before starting his own independent financial firm, Mr. Zoli previously worked with Sagemark Consulting, the high net worth financial planning division of Lincoln Financial Group. Preceding that Mr. Zoli was working as the senior analyst at a large independent wealth management firm. In conjunction with his financial planning practice he owns and operates an educational planning firm designed to help families who struggle with the high cost of education.

He concentrates on providing education, financial and business planning to his clients. “Owning our own practice allows me to bring valuable independent advice and expertise to my client’s everyday, which truly makes an impact in the Financial Planning our firm provides.”

Mr. Zoli offers services in the following areas: comprehensive financial planning, retirement planning, asset management, education funding, estate planning, employee benefits and pension plans, insurance programs, business succession planning, tax reduction strategies, and financial planning workshops.

“We are dedicated to helping you identify your goals and develop a comprehensive financial plan based on sound advice and knowledge. In addition, we can provide you with the products and services necessary to develop and implement your financial plan. Throughout this process, we never lose sight of one essential element—personal service.”


 


Ivy Financial Group  - Toll Free: (800) 692-6802    Fax: (800) 692-6802   - email: info@ivyfinancial.com

4605 Pewter Lane, Manlius, New York 13104

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