William Mack
I help New York residents, who are nearing retirement age, implement a 3-Step Planning Strategy that can help reduce risk and create a guaranteed income for life.
- Role
- Financial Consultant at PlanMember Financial Corporation
- Location
- Schenectady, NY, US
- LinkedIn followers
- 500 followers
About William Mack
With over 30 years of experience as a Chartered Financial Consultant (ChFC), I specialize…
Experience
Financial Consultant
PlanMember Financial Corporation
Jun 2007 — Present
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. Wealth Advisory & Management Corporation of America and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Wealth Advisory & Management Corporation of America or Willam A. Mack.
Skills
- Insurance
- Real Estate Investment Trusts
- 401k
- Wealth Accumulation
- Trusted Advisor's Team Member
- Investment Strategies
- Alternative Investments
- Small Business
- Estate Planning Insurance
- Health Insurance
- Wealth Management
- Estate Planning
- Group Presentations
- 403(B)
- Legacy Planning
- Generation Skipping Transfers
- Asset Protection
- Managed Futures
- Bank Cds
- Seniors
- Long Term Care Insurance
- Wealth Preservation Strategies
- Wealth Transfer
- Medicare Part D
- Retirement Plan Distribution
- Annuities
- 457
- Social Security Distribution Planning
- Business Succession Planning
- Deferred Compensation
- Comprehensive Wealth Management
- Gift Planning
- Medicare Supplements
- Retirement Income Strategies
- Retirement Plans
- Investment Advisory
- Tax Reduction Strategies
- Investment Education
- Strategic Planning
- Asset Allocation
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.