William A. Mack
President
Wealth Advisory & Management Corporation of America
Schenectady, NY
4 reviews • Write a Review
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Email to a FriendServices 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 SpeacialistPayment
- Fee
- Commission
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
-
Ed Slott Elite Advisors -
Master Elite Status
2004 to Present -
Society of Financial Service Professionals -
Member
1977 to Present -
International Assication of Registered Financial Consultants
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:
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.
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.).
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.
Reviews of William A. Mack
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by Robert
about 1 year 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 date. And when my wife died, Bill was there to help me with the details. It all went very smoothly, just as we planned, except it was supposed to be me that went first. Bill is the best.
Services: Tax Planning, Financial Planning, Investments, Retirement Planning, Life & Disability Insurance, Charitable Giving, Estate Planning
by Ann
about 1 year ago
He's wonderful.
I feel very comfortable knowing that Mr. Mack is looking out for me. I recommend him.
Services: Investments, Estate Planning
by Bea & John
about 1 year 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 even introduced us to our new attorney, and CPA. We have found him to be a very caring and dedicated professional. He has our highest recommendation.
Duration: 3+ years
Services: Tax Planning, Financial Planning, Alternative Investments, Investments, Retirement Planning, Charitable Giving, Estate Planning
by Larry
about 1 year 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 seeking an extremely competent financial expert.
Duration: 3+ years
Services: Financial Planning, Investments, Estate Planning
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