As we officially rebrand to become part of Wealthspire Advisors, we couldn’t be more excited for the future and all the ways we can continue to better serve you. Make sure to follow Wealthspire Advisors?to keep up with our latest updates and news!
关于我们
We advise. But first, we listen. GMAG has been providing independent financial advice to individuals and families since 2004. Everything we do is centered around helping families integrate their life plans with their finances. With considerable wealth comes the challenge of integrating all the services and experience needed to sustain it. We can simplify the process, by coordinating all the financial solutions and services you need, from investment management to tax planning to retirement planning to estate planning. As a result, we’re able to give you the impartial guidance you need and the peace of mind you deserve. Not just today — but for generations to come.
- 网站
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https://gmadvisorygroup.com/
GM Advisory Group的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Melville，NY
- 类型
- 私人持股
- 领域
- Investments、Tax Planning、Estate Planning、Net Worth、Education、Risk Management、Philanthropy、Retirement和Wealth Management
地点
GM Advisory Group员工
动态
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Frank Marzano and GMAG have once again earned a spot on Barron’s Top 1200 Financial Advisors list. This year, GMAG was ranked #12 in New York State. It is a great honor to be included on this list of the industry’s top financial advisors, and we believe the recognition is a testament to our team’s hard work and dedication to serving client needs. We want to thank our clients, for the trust you place in our team every single day. Since 2004, GMAG's mission was always to provide exceptional wealth management and financial services to successful individuals and families. Now, 20 years later, by joining Wealthspire, we have extended this vision to further benefit our clients. This partnership empowers us to offer expanded resources and enhanced expertise, enriching our overall client experience. We look forward to this new chapter ahead. Rankings and/or recognition by rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/ she will experience a certain level of results if GMAG is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of GMAG by any of its clients, or a third party. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. GMAG is a paid sponsor of the Barron’s in Education Program. GMAG has paid a fee to Barron’s to receive expanded profile features, such as profile photo and contact information. GMAG has not paid a fee for placement on any rankings and/or recognition list. 2024 Barron's Top 1,200 Financial Advisors data is based upon values as of 9/30/2023. This ranking was published on 03/15/2024.
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What a week! The GMAG team was back at The American Express PGA Golf tournament in Palms Springs. This tournament continues to generate millions of dollars for nonprofit organizations dedicated to supporting Coachella Valley residents since 1960. Frank Marzano is also Chairman of the Impact Through Golf Foundation, a charity that strives to provide funding to organizations that support health and wellness, youth sports, families, education, and homelessness. In partnership with AMEX, he presented $1,000,000 to sixteen Coachella Valley charities in California. #goodworks #teamgmag #theamericanexpress
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As the holiday season swings around, we wanted to drop you a quick note to say thank you for being such incredible clients. Your support and partnership mean the world to us, and we look forward to great things in the coming year. We wish you a festive holiday season filled with laughter, love, and all the things that bring you happiness. To a 2024 filled with growth and prosperity, cheers!
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