Jason Laurenzo
CEO @Northeast Wealth Management, Llc
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WORK HISTORY
CEO @Northeast Wealth Management, Llc
Albany, NY, US
EDUCATION
College for Financial Planning
Accredited Wealth Management Advisor
College for Financial Planning
Chartered Mutual Fund Counselor
Harvard Business School
Certificate in Global Business
Columbia Business School
Certificate in Investment Strategies
National Association of Plan Advisors
Certified Fiduciary Plan Advisor
The College of Saint Rose
Bachelor of Arts - BA
ABOUT JASON LAURENZO
For over 35 years, Northeast Wealth Management. LLC has been providing comprehensive financial services to both individual and business clients. As an independent financial services firm, we are able to offer a vast selection of services and investment solutions tailored to your needs. Specialties:InvestmentsInsuranceRetirementIncome Tax PreparationOpinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia
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