Mark Zacek

Financial Advisor, Livictus Financial Services, Lincoln Investment

Role: Financial Advisor at Livictus Financial Services
Location: Amherst, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Mark Zacek

I am a financial advisor, certified long-term care specialist, certified Social Security…

Experience

Financial Advisor
Livictus Financial Services
Jul 2020 — Present · Amherst, MA, US

Education

Montana State University-Bozeman
B.S. ChemEng
1973 — 1977

Skills

Investments
Strategy
Management
Long Term Care Insurance
Group Benefit Plans
Planned Giving Leverage
Insurance
Training
Customer Satisfaction
Asset Accumulation Stragegies
Trust Services
Estate Strategies
Investment Advisory Services
Coaching
Retirement Planning
Business Succession
Family Business Planning
Life Insurance
Financial Services for Institutions
Recruiting
Estate Law
Business Intelligence
Planned Giving
Leadership
Employee Benefits
Chemical Engineering
Disability Insurance

Contact information

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Work email
•••••@livictus.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Livictus Financial Services

Financial Services · 3 employees · Founded 2020 · Amherst, United States

Livictus has its origins from the Greek word for VICTORY. We believe that winning and succeeding, in life and with your finances, requires a thoughtful and comprehensive plan complemented with a professional team of specialists at your side. Our advisors provide comprehensive financial planning services, with a compassionate, independent, and objective approach to achieving your goals. The advisors at Livictus Financial Services have a proud heritage of serving the evolving financial needs of our clients with over 50 years of combined experience. Originally founded as The Nathan Agencies - Amherst Financial Services in 1969 by Ronald J. Nathan Our Guiding Principles: • Client needs are always first • Professional relationships are based on honesty, trust and mutual respect • We provide high quality and personalized service • Our advice and guidance will always be objective • We believe strongly that this is a relationship business. Our advisors develop a compassionate and long term professional relationships by first getting to know our clients, and their motivations for working with us. Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. Livictus Financial Services and the above firms are independent and non-affiliated.

livictus.com

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About Mark Zacek

Experience

Financial Advisor

Education

Montana State University-Bozeman

Skills

Find verified contacts for anyone on LinkedIn