George R. Plock
Financial Advisor at American Wealth Executives, LLC
- Role
- Financial Advisor at Thrive Financial Services
- Location
- Newton, NJ, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Jun 2017 — Present · United States - Sparta, NJ, US
As an independent provider of wealth management solutions I\'ve decided to merge my practice with the like-minded team of financial professionals at Thrive Capital Management, LLC. The bulk of my clients\' needs have begun to shift towards income-oriented strategies. In response to this I\'ve adjusted the core direction of my business to more proficiently assist individuals in determining the most beneficial solutions to reach their goals. I have attained the National Social Security Advisor (NSSA®) designation as well as my Accredited Investment Fiduciary (AIF®) credential. In addition I will be regularly providing educational workshops in my area to raise awareness of the options available for Social Security, taxation and retirement income planning.
Skills
- Municipal Bonds
- Alternative Investments
- Fixed Income
- Investment Advisory
- Financial Advisory
- Investments
- New Business Development
- Investment Strategies
- Strategic Financial Planning
- Bonds
- Mutual Funds
- Retirement Planning
- Retirement
- Client Development
- Strategic Consulting
- Financial Planners
- Hedge Funds
- Return on Investment
- Iras
- Series 63
- Portfolio Management
- Helping Clients Succeed
- Wealth Management
- Options
- Series 7
- Securities
- Asset Allocation
- Qualified Retirement Plans
- Investor Relations
- Equity Trading
- Options Strategies
- Consulting
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