Three Generations Financial

Estate planning and passing on wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We work with our clients’ attorneys and CPAs to help bring clarity and comfort by guiding our clients—and their families—through the process. Our clients typically have questions about issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. We can help ensure they leave the legacy they want.


Advisors

Richard Mazur

Richard Mazur

Financial Advisor

Visit Richard Mazur's website
Christopher J Fucci

Christopher J Fucci

Financial Advisor

Visit Christopher J Fucci's website
Martha A Baumbach

Martha A Baumbach

Associate Financial Advisor

Visit Martha A Baumbach's website

Team

Nicole McArdelle

Client Service Specialist