CARLOZO & COMPANY, and for that matter, MASTER KEY FINANCIAL SERVICES consist of much more than our professional staff. In that regard, over the years we have developed working relationships with other professionals, both within and outside the CPA profession. We refer to this group as our Professional Alliance Team (PAT). While these professionals have their own separate and distinct businesses, independent of both C&C and MKFS, we never-the-less work with them day-in and day-out and have grown to trust not only their professional opinions, but just as important, their integrity and character, as well. This trust and confidence is critical given the value we place on our client relationships. Whether it is tax planning and research, investment analysis and portfolio structure, insurance and estate planning or IRS representation, we feel our interaction with our PAT helps us provide our clients the very best services possible. I wanted to take this opportunity to thank each and every member of our PAT for the added value they provide in servicing our clients.

Carlozo & Company • 20 E. Timonium Road Suite 200 • Timonium, MD 21093
Phone: 410-561-5028 • Fax: 410-561-5078
Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.
Wells Fargo Advisors has a Strategic Partnership with, but not affiliated with Master Key Financial Services.

We work with companies and individuals in Timonium, Lutherville, Towson, Hunt Valley, Baltimore and the surround Maryland areas.