Margaret Mazzella

Margaret (Peggy) is an awesome financial advisor. She answer the call within less than an hour and is very detailed in her answering our concerns. She is very patient with us and we love our time with her. We Highly recommend her.

Known Peggy for decades and she always takes care of me, especially when straightening out issues with the insurance industry. Highly recommend.

I have worked with Margaret Mazzella for several years and trust her completely to handle my portfolio. She has saved me from making financial mistakes and given my very good advice with my retirement accound. When I am in need of Margaret's immediate assistance, she has always been there for me, and I have always had my problem resolved. I highly recommend Margaret!

Since 2021, Peggy has been invaluable in helping me navigate retirement planning and insurance decisions, helping me move my funds into an annuity to protect it. When I retired, she walked me through Social Security & Medicare and helped with my supplemental insurance. She even went with me to the Social Security office. She also helped with my mom's insurance needs. Peggy is knowledgeable, responsive, and genuinely cares about her clients. She goes above and beyond. I highly recommend her!

Peggy has been extremely helpful guiding me through the retirement process. She's a wonderful person and an even greater resource to help with all my needs. Five stars!

Peggy has gone out of her way building the trust necessary between bankers life and us. She has answered every one of our questions (sometimes multiple times) with the accuracy we require. She has educated us on all of the choices available to us, and hand-held us through filling out the plethora of forms required for Medicare. I can’t think of anyone else I’d trust with our retirement.

Peggy is so helpful and explains everything to my understanding. She always handles the details to make things easier for me! I know she has my best interest at heart and I appreciate her friendly kind manner. She has been my advisor for at least five years and I trust thoroughly Carla

Always available when you need her Takes the time to get to know you I look forward to seeing her every year

I first met Peggy many years ago when she came over to help my elderly mother with her life insurance. She explained everything to us and gave my mom and me great peace of mind. Over the years I have relied on her for great financial advice after being laid off and handling my 401K.

Peggy is personable, listens carefully to your needs and helps you make the best decision to minimize costs to you. Her advice is sound and she cares about her clients.

Peggy has deep knowledge of the Medicare and Long-term Care options, which enabled us to make the best decisions for our current and future coverage. She combines her industry expertise with a warmth that makes a complicated process much more pleasant and easy. It’s reassuring to know that that she responds quickly to questions whenever they come about.

Extremely knowledgeable, honest and trustworthy. Very personable., no pressure and truly works for your personal needs leaving you feel secure with your finances. Highly recommend..

I was overwhelmed with choices when I became eligible for Medicare but then a good friend referred me to Peggy. Peggy not only arranged for someone to meet me for my appt at the Social Security Office to register for Medicare, she met with me and walked me through the entire process of selecting Part D plans. I also decided to sign up for supplemental insurance with her company because of all the support she provided. Then when it was time to evaluate Part D plans for the following year, she ask

Peggy has immersed herself in the minutiae of insurance policies making it easy for someone like me who doesn't have the experience or background of all the details. She is always just a phone call away if I have any questions.

Peggy is incredibly knowledgeable, kind, and genuine. She took the time to understand my financial concerns and helped me build a plan aligned with my life goals — including preparing for worst-case scenarios to give me peace of mind. I’m incredibly grateful for her guidance and professionalism, and I would highly recommend Peggy to anyone seeking thoughtful, trustworthy financial advice. She’s not just a financial representative — she’s a true partner in planning for your future.

Although Peggy was not our first Bankers Life representative, she is by far the best. She has been invaluable in nagivating our claims through our Short Term and Long Term claims. I would highly recommend her for your insurance needs.

It's been a pleasure to work with Peggy over the past 7-8 years. She always has my best interests in mind when she advises me on financial and medical matters. I feel confident that I can depend on her knowledge and expertise at any time during the year, but especially during the Medicare Open Enrollment time. She is pro-active and always goes above and beyond what's expected. Thanks Peggy!

Peggy presented herself professionally at all times. I could tell she really believes in and trusts the financial products she presented. She exhibited empathy for my personal circumstances and was patient while I took quite a bit of time to make a decision. We met several times over the past months, she was always prompt to the appointments, pleasant in demeanor, and prepared.

Peggy is the best. She is highly qualified and very knowledgeable. She was instrumental in my financial planning after my husband’s death. She was able to zero in on my financial needs and educated me on many things I didn’t know about. Plus she is very personable.

Great service! Is helping me secure my future!

Peggy helped us make the difficult and confusing transition to retirement much easier.
She provided the appropriate choices for health and investment plans to fit our future needs and assisted in navigating through Medicare and Social Security issues.
Always a text message away when you need her expert advice.