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William A. Mack

William A. Mack

President

Wealth Advisory & Management Corporation of America

Schenectady, NY

4 reviews  •   Write a Review

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1574 Union St

Schenectady, NY 12309

William A. Mack is the founder and President of WAMC of America. Bill has over 41 years of experience in the Financial Services Industry and has helped thousands of individuals and families with their investment and retirement planning needs.

Services Provided by William A. Mack

Financial Planning, Investment Management, Alternative Investments, Estate Planning, Retirement Planning, Charitable Giving, Tax Planning, Estate and Trust Taxes

Specialties:
Full Service Financial Counsultant And Retirement Income Planning Speacialist
Payment
  • Commission
  • Fee
Languages
  • English

Background Information for William A. Mack

Education
  • Central Connecticut State University
    B.S. Education
    1970
Licenses & Credentials
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Long Term Care Professional
  • Series 63 Uniform Securities Law
  • Series 65 Registered Investment Advisor
  • Series 7 General Securities Representative
Associations

  • Master Elite Status
    2004 to Present

  • Member
    1977 to Present

  • Member
    2006 to Present
Awards
  • 2010 — Distinguished Service Award (FISC of America)

Recently Answered Questions by William A. Mack

Showing 3 out of 29 Answered Questions:

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A financial advisor can do a current calculation of the amount needed based on current assumptions. Of course this amount can easily change depending on investment results and a actual returns in the economy.

4 additional answers | Answered over 3 years ago
0 of 1 people found this helpful
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Life insurance needs can be specifically determined by a qualified financial advisor. The actual amount needed is determined by numerous factors including:
Family obligations, (i.e. – single, married, child support obligations, family special needs, etc.).

7 additional answers | Answered over 3 years ago
1 of 1 people found this helpful
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An estate plan is an intense analysis of one’s overall Federal Estate, and State of residency tax obligations on assets to their heirs.
Current Federal estate tax laws provide for an exemption of up to $5 million in estate assets, (note: this is good for estates filing for deaths occurring prior to 2013).
However, the TAX obligations for estates filing for individuals who have died after 2012 may be significantly different than those applied for estates ending in 2010.

Answered over 3 years ago

Reviews of William A. Mack

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by Larry
ago

Bill is a very knowledgeable advisor.

Bill has done very well for us over the years, but especially in 2008 when he advised us to move some of our mutual funds out of the market. I know I would have lost quite a bit had I not listened to him. I would highly recommend him to anyone ...
+ Read Full Review

Duration: 3+ years

Services: Financial Planning, Investments, Estate Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Bea & John
ago

Excellent Service

We met Bill at one of his seminars and were very much impressed with his knowledge and his presentation. Since then he has not only helped us with our investments, but has also helped us to straighten out our estate planning affairs, and has eve ...
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Duration: 3+ years

Services: Tax Planning, Financial Planning, Alternative Investments, Investments, Retirement Planning, Charitable Giving, Estate Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Ann
ago

He's wonderful.

I feel very comfortable knowing that Mr. Mack is looking out for me. I recommend him.

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Services: Investments, Estate Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

by Robert
ago

By far the best advisor we have ever had.

Bill has been our advisor for over 20 years. Prior to becoming our advisor we had used others who started off good, but soon showed their true colors. Even when we moved to Connecticut, Bill stayed in touch with us and kept our planning up to d ...
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Services: Tax Planning, Financial Planning, Investments, Retirement Planning, Life & Disability Insurance, Charitable Giving, Estate Planning

Trustworthy
Responsive
Knowledgable
Communication
Value
Achieved Objectives

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