Valentino Mazzaferro

Registered Service Assistant -- at Integrated Wealth Management - Edison, NJ, US

Valentino Mazzaferro's Colleagues at Integrated Wealth Management
Anne Bondy

Certified Financial Planner

Contact Anne Bondy

Stacey Arntz

Executive Adminstrative Assistant

Contact Stacey Arntz

Valentino Mazzaferro's Contact Details
HQ
973-285-3600
Location
Ludlow, Massachusetts, United States
Company
Integrated Wealth Management
Valentino Mazzaferro's Company Details
Integrated Wealth Management logo, Integrated Wealth Management contact details

Integrated Wealth Management

Edison, NJ, US • 5 - 9 Employees
Financial Services

Integrated Wealth Management is a firm that provides comprehensive financial planning, asset management, investment and insurance consulting. Gary is an innovative force in the financial planning field. For over two decades he has taken a progressive approach in serving affluent business owners, families and individuals.As an outgrowth of Mr. Hager's emphasis on holistic planning, he has developed a system for investment success called the Hub and Spoke™ Wealth Integration model. The Hub and Spoke™ Wealth Integration model uses a carefully prepared Investment Policy Statement (IPS) coupled with a substantial allocation to alternative investment platforms. This system has achieved a remarkable consistency of positive returns in all market conditions for the past 11 years. Completing the process is an web based reporting system which is used by his clients to view their entire financial picture at one time and in one place from anywhere they may be.

Investment Strategies Insurance Consulting Advanced Retirement Planning Estate Planning and Asset Protection B2B Financial Services Financial Advisory Services
Details about Integrated Wealth Management
Frequently Asked Questions about Valentino Mazzaferro
Valentino Mazzaferro currently works for Integrated Wealth Management.
Valentino Mazzaferro's role at Integrated Wealth Management is Registered Service Assistant --.
Valentino Mazzaferro's email address is ***@iwmco.com. To view Valentino Mazzaferro's full email address, please signup to ConnectPlex.
Valentino Mazzaferro works in the Financial Services industry.
Valentino Mazzaferro's colleagues at Integrated Wealth Management are Anne Bondy, Craig Pine, Stacey Arntz and others.
Valentino Mazzaferro's phone number is 973-285-3600
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