Joseph MacAluso
Financial Advisor at Macaluso Wealth Management Group
- Role
- Financial Advisor at Macaluso Wealth Management Group
- Location
- Albany, NY, US
- LinkedIn followers
- 500 followers
About Joseph MacAluso
As a financial advisor with Macaluso Wealth Management Group, I enjoy being able to help…
Experience
Financial Advisor
Macaluso Wealth Management Group
Sep 2012 — Present
As a Financial Advisor with Macaluso Wealth Management Group, I am responsible for providing financial guidance and leadership so my clients can focus more clearly on their careers and families. I take great pride in building long-standing relationships and being a trusted and valuable resource. We offer financial planning and strategy around:o Investment Managemento Asset Managemento Asset Servicingo Pre and Post-Retirement Planningo Educational Fundingo Estate Planning and Risk Mitigation Serviceso Insurance Planningo Specialized Trust Serviceso Performance Monitoring o Customized Portfolio DesignAt Macaluso Wealth Management, we recognize the importance of creating strategic alliances which will benefit our clients. As a result, we have developed a strong relationship with firms specializing in providing, custody, software, and research to firms like ours who believe in the independent business model. Macaluso Wealth Management Group enjoys relationships with numerous professional organizations which provide additional legal and accounting services.The Macaluso Wealth Management Group is dedicated to your investment success. We believe it is our expertise, strategic affiliations, and attention to detail which separates us from our competition and helps us create personal, long-lasting relationships with our clients.
Education
Shenendehowa High School
Advanced Regents Diploma
2004 — 2008
Fairfield University
Bachelor of Science
2008 — 2012
Skills
- Public Speaking
- Wealth Preservation
- Wealth Transfer
- Investments
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Financial Risk
- Market Risk
- Disability Insurance
- Employee Benefit Plan Design
- Strategic Finance
- Term Life Insurance
- Investment Management
- Financial Services
- Small Business
- Permanent Life Insurance
- Insurance
- Long-Term Care
- Life Insurance
- Finance
- Financial Planning
- Whole Life Insurance
- Risk Management
- Wealth Accumulation
- Financial Modeling
- Risk Analysis
- Fixed Annuities
- Sales
- Financial Reporting
- Retirement Planning
- Universal Life
- Wealth Preservation Planning
- Wealth Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.