Frank Morizio, Jr., CLTC, LUTCF

Financial Advisor
Financial Services Representative

Welcome and thank you for visiting.

My objective is to provide families and business owners with assistance in building their financial freedom.  Now in my second decade at MetLife, I utilize my skills, knowledge and experience to deliver client-driven solutions and superior customer service.

My goal is to position myself as a lifetime financial resource for everyone to utilize as they see fit.

Click here to read why National Underwriter Magazine gave me the "Industry Elite Award for Best Rising Star of 2011".

I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular MetLife product or service.

Click here to subscribe to my email newsletter.

I look forward to hearing from you.

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I am licensed and registered to offer products and services in [CT, FL, NJ, NY]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Newsletters

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

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