Mary Bellofatto

Mary is a licensed Investment Advisor Representative, which means she works in a fiduciary capacity, always acting in the best interest of her clients. Mary also holds a Life and Health insurance license as well as Property & Casualty license and she is licensed to do business in multiple states across the country. Mary specializes in income maximization, tax planning and investment strategies for pre-retirees and retirees, with a focus on the underserved women’s market. Having also practiced real estate Mary can assist clients with incorporating their real estate holdings into their overall portfolios.