Nicholas Falzone

Experience

1. Financial Advisor

   Mcadam Financial

   May 2016 — Present · Boston, MA, US

   As a financial advisor in Boston, MA, I focus my practice on pre and post-retirement needs, asset management, and the financial planning process. Through the firm\'s trademarked advisory model, my team utilizes a variety of resources to leverage and maximize the complex benefits provided by many employers. I focus my practice on executives and employees in the biotechnology, and pharmaceutical sectors. My work provides my clients with clarity and control, by mapping out a process to help them achieve their short and long-term goals, especially when it comes to integrating the financial, personal, and professional aspects of their lives. Brief List of Advisory Services: Providing Guidance To Make The Most of Your Employer Benefits - NQSO, ISO, RSUs, Deferred Compensation, Pensions, 401k, etc. Simplifying Your Financial Holdings - Old Accounts, 401k Rollovers, Rebalancing, Overlap Reduction Planning Your Retirement - Wealth Accumulation Coupled With Efficient Spend Down Strategies Analyzing Your Insurance Needs Planning Your Legacy - Estate Planning Planning For College Education Creating a Snapshot of Your Current Situation Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of McAdam, LLC, a registered investment advisor. Insurance products and services offered through McAdam Financial. McAdam, LLC and McAdam Financial are not affiliated with MAS.Our firm is not licensed to offer tax preparation. We offer tax strategies related to investing and retirement income. Consult your tax advisor regarding your situation