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Take the first step towards your financial success with Fazio Financial Services.
Our expert team is ready to guide you. Don’t hesitate to reach out for a complimentary consultation.

It’s time to explore your financial options and secure your future!

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Fazio Financial Services Charleston Summerville SC

Welcome!

Our goal is to provide effective strategies for financial stability in retirement, unexpected events, and supporting your children.

As a family-owned firm, Nick Fazio and his team, offer affordable solutions to protect your family and grow your wealth for future generations.

Trust us to help secure your financial future and build a lasting legacy.

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explore our services

Each service addresses specific challenges and needs. Find out how we can help protect your hard-won assets.

Mortgage
Protection

A Mortgage Protection Policy would pay off your mortgage or replaces your income in the event of a homeowner’s death, chronic or critical illness or injury. Some plans offer return of premiums, if policy was not used during that time reducing your total liability.

PSERS
Retirement

We assist public school employees in the Commonwealth of Pennsylvania transition from full-time employment into their retirement. Our goal is to educate the different pension plan options available to them, maximize their retirement income, and minimize risks as they enter their golden years.

Living Benefits
Life Insurance

A Living Benefits life insurance policy lets you use part of your death benefit while you're still alive. This can help cover medical bills, pay expenses, or support your lifestyle during health issues, allowing you to focus on recovery without financial stress.

Tax-Advantaged Plans for Small Business Owners

A Simplified Employee Pension (SEP) plan is a retirement option for self-employed individuals and small business owners. It lets you contribute a large part of your income tax-deferred, lowering your taxable income and increasing your retirement savings, giving you more financial flexibility and security for the future.

Retirement
Planning

Tax-free retirement plans like Roth IRAs and IUL’s offer benefits such as tax-free withdrawals and protection from market swings. Adding these to a 401(k) can help grow your wealth and increase financial security in retirement, providing more stability and flexibility.
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Our Mission

At Fazio Financial Services, our mission is to help individuals and families achieve financial well-being through personalized strategies.

We provide trustworthy guidance, innovative products, and dedicated support to help build, protect, and grow your wealth.

With a focus on integrity and education, we aim to create lasting relationships and secure brighter financial futures for our clients.

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Fazio Financial Services Charleston Summerville SC

What Our Clients Say About Us

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It was a pleasure to work with Nick. He made my transition into retirement smooth and stress free. He was always available to answer my questions, even when he was sick in the hospital. Nick...
It was a pleasure to work with Nick. He made my transition into retirement smooth and stress free. He was always available to answer my questions, even when he was sick in the hospital. Nick is competent, personable, and dedicated. Nick gets an A+ from this retired teacher!

Diane I.

I was very nervous to start the retirement conversation. I reached out to Nick well in advance of my retirement date with many questions. He was always friendly, patient and extremely knowledgeable in regards to...
I was very nervous to start the retirement conversation. I reached out to Nick well in advance of my retirement date with many questions. He was always friendly, patient and extremely knowledgeable in regards to PSERS and its rules and regulations. He was the one who kept in touch as retirement neared. Nick made the entire process smooth and painless. He followed up as needed and made me feel like I was his only client and his only concern. I would recommend Nick to anyone and everyone who needs retirement help. He also is very knowledgeable about other aspects of retirement that I hadn’t even thought about. He truly is a God send.

Brenda S.

Planning for retirement through PSERS can be complex, but Nick Fazio made the entire process manageable and much less stressful. From explaining the pension options to evaluating how they fit with my broader financial goals,...
Planning for retirement through PSERS can be complex, but Nick Fazio made the entire process manageable and much less stressful. From explaining the pension options to evaluating how they fit with my broader financial goals, he provided clarity and confidence at every step. What impressed me most was his ability to simplify difficult concepts without being pushy, ensuring I understood my choices fully. His professionalism, responsiveness, and genuine care for my future made all the difference. I am truly grateful for Mr. Fazio's expertise and highly recommend him to anyone preparing for retirement.

Tim W.

both a visual and verbal presentation. He explained each document, and submitted the forms directly to the state retirement system. He returned my phone calls immediately, and he answered my questions and concerns. He is...
both a visual and verbal presentation. He explained each document, and submitted the forms directly to the state retirement system. He returned my phone calls immediately, and he answered my questions and concerns. He is very knowledgeable and professional. I appreciate his impeccable manners, skills and willingness to help me with my retirement plan.

Sharon H.

"If you're in search of a dedicated team that will provide you with honest guidance on important financial decisions, we highly recommend Fazio Financial Services.  They were very helpful, knowledgeable and professional.” 

"If you're in search of a dedicated team that will provide you with honest guidance on important financial decisions, we highly recommend Fazio Financial Services.  They were very helpful, knowledgeable and professional.” 

Jean W.

“Nick, you have been a blessing to our family. Since day one, you have treated me and my family as your own. You really helped in guiding us in the right direction. We feel blessed...

“Nick, you have been a blessing to our family. Since day one, you have treated me and my family as your own. You really helped in guiding us in the right direction. We feel blessed both financially and spiritually from working with you.”

Carlos G.

“Mr. Fazio, you have not only given me great and prompt services but still remain the lowest rate in the market. Makes me very glad to see I chose an agent that is giving not...

“Mr. Fazio, you have not only given me great and prompt services but still remain the lowest rate in the market. Makes me very glad to see I chose an agent that is giving not only great customer service but the best rate! Thank you!”

Kerry B.

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