Address : 400 Broad Hollow Rd, Melville, New York 11747, United States
Phone Number : +1 631-227-3900
Industries : Financial Services, Investment Management
Website : gmagwealth.com
Company Description
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.
Specialities
- Investments
- Estate Planning
- Education
- Philanthropy
- Wealth Management
- Investment Management
- Legal Services
- Tax Planning
- Net Worth
- Risk Management
- Retirement
- Financial Services
- Law Practice
Financial
Employees Total : 48
Miscellaneous
Founded in : 2004
Linkedin : gmadvisorygroup
Customer Relationship Management : Salesforce
Email Marketing : Constant Contact
Email Providers : Outlook
Marketing Automation : Pardot
Tech : MailChimp SPF
Captcha : reCAPTCHA
Last Updated : 2023-12-17
Employees
- Charles Scarallo ( Private Wealth Advisor & Wealth Strategist )
- Alyson Woolbright ( Wealth Management Specialist )
- John David Kirby ( Family Office Accountant )
- William Kropp ( Wealth Management Associate )
- Juliana Gadaleta ( Associate Wealth Strategist )
- Michael Bongiorno ( Wealth Management Associate )
- Taylor Stathis ( Client Relationship Manager )
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