6 verified professionals across New York, Medfield, Waterloo, Farmington Hills, Tiranë.
Financial Advisor
New York
I am a licensed fiduciary providing investment advisory services to individuals and businesses ranging from but not limited to…. 401(k)’s, 403(b)’s, 457(b)’s, IRAs, taxable brokerage accounts, trusts, 529 accounts, annuities, pensions, life insurance, etc.
Albanian · English
Accountant (General)
New York
Albanian · English
Financial Advisor
Medfield
Financial and wealth advisory professional with over 15 years experience providing financial advice, investment management, tax optimization strategies, exit planning and estate planning
Albanian · English
Financial Advisor
Waterloo
Lejdi Ago Worked in the financial industry since 2017 Working towards Certified Financial Planner (CFP) designation Bachelor of Law from South East European University I’m a fully licensed Financial Advisor and I provide you with the help and support you need: -Life, Travel, Health insurance -Maximizing your savings and pension plan – RRSP, TFSA, NRSP, RPP etc -Advice for investments held outside Manulife -Banking solutions (mortgage, checking/saving offering interest, loans)
Albanian · English · Italian
Wealth Manager
Farmington Hills
A lot of people don’t understand how demanding it is to be a teacher or a business owner. Wouldn’t it be nice to work with a retirement planner who did? As the husband of a teacher and the son of two Albanian educators, and as one of the co-founders of Tenured Wealth Management, I couldn’t agree with you more! In fact, that's why I became a Chartered Retirement Planning Counselor® — so educators and entrepreneurs like you would have the support and expertise you need to feel confident in your retirement. It’s not just your dedication to students, customers, and clients that sets you apart. You also have a unique set of questions you need answered, like how to maximize contributions to your 403(b) plan while determining which payout option will make the most sense for your pension. That’s why William, Sam, and I started Tenured Wealth Management. We know how much time and effort goes into inspiring those aha moments you deliver every day, and we want you to be able to focus on helping people create a brighter future without having to worry about your own. If you’re ready to start working with a team that shares your passion for transforming lives, send me a DM or email or give me a call, and we can talk about the ways we can help: Erold.Merko@RaymondJames.com (248) 539-5107 If now’s not the right time but you’d like to keep learning more, send me a connection request. You can also follow our blog on the Tenured Wealth Management website: https://www.raymondjames.com/tenuredwealth/resources/blog
Albanian · English · Italian
Financial Advisor
Tiranë
English · Albanian