Why Briarcliff Manor Wealth Advisors to manage your investments?
Why Thomas C. Vaccaro, CFP?
The majority of BMWA clients recognized the importance of having their
money work as hard for them as they do for it. However, with today's busy
pace of life, they realized they did not have either the time, interest or
ability to do the homework necessary to make good investment
decisions. BMWA's job is to diversify client's investments, be on guard for
various financial risks, and with a sharp eye for bottom line results, to
diligently work to increase client's account values. Year in and year out,
steady progress is made toward successfully reaching the financial goal
of the client, whether that concerns retirement, education funding, or
simply to increase personal wealth. Therefore, if you currently have an
inactive investment or retirement account, or you are dissatisfied with the
results or service of your current broker or banker, then you should know
of this unique and limited opportunity. There is a better way and this is
why you should consider Briarcliff Manor Wealth Advisors;
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Why Thomas C. Vaccaro, CFP?
The majority of BMWA clients recognized the importance of having their
money work as hard for them as they do for it. However, with today's busy
pace of life, they realized they did not have either the time, interest or
ability to do the homework necessary to make good investment
decisions. BMWA's job is to diversify client's investments, be on guard for
various financial risks, and with a sharp eye for bottom line results, to
diligently work to increase client's account values. Year in and year out,
steady progress is made toward successfully reaching the financial goal
of the client, whether that concerns retirement, education funding, or
simply to increase personal wealth. Therefore, if you currently have an
inactive investment or retirement account, or you are dissatisfied with the
results or service of your current broker or banker, then you should know
of this unique and limited opportunity. There is a better way and this is
why you should consider Briarcliff Manor Wealth Advisors;
1.
2.
3.
4.
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Briarcliff Manor Wealth
Advisors
Thomas C. Vaccaro, CFP
245 Saw Mill River Road
Suite 106
Hawthorne, NY 10532
office 914-372-1744
cell 914-923-0332
email: Tom@BMWA.biz
Advisors
Thomas C. Vaccaro, CFP
245 Saw Mill River Road
Suite 106
Hawthorne, NY 10532
office 914-372-1744
cell 914-923-0332
email: Tom@BMWA.biz
the advantages of working with a registered investment advisor
versus a stockbroker - First, investment advisors have a fiduciary
duty to act in the best interests of their clients at all times.
Brokerage firms generally are not fiduciaries and therefore do not
make decisions that are solely in their customer's best interests.
Stockbrokers are hired to generate fees for their brokerage firm.
Second, investment advisors are paid an asset-based fee, so their
interests are aligned with their clients in that if the client's assets
increase, the advisor's income increases. Brokerage firms'
revenues may increase even if the customer's assets shrink. See,
http://www.tdainstitutional.com/pdfs/Advocacy_Sell_SheetFINAL.pdf
experience - Thomas Vaccaro, CFP has been employed in the
financial services industry for 22 years with some of the largest
brokerage, bank and insurance companies. He passed the NASD
Licensed Securities Broker (series 7) exam in 1984. He passed the
NASD Investment Advisor Law (series 65) exam in 1998. His prior
investment brokerage job was with Wachovia Securities Inc., where
he was employed for 8 years.
education - Thomas Vaccaro, CFP is a graduate of the University of
Florida with a Bachelor of Science in Business Administration, with
a major in Finance. His Certified Financial Planner certification was
earned in 1988. To maintain this certification, thirty hours of
continuing education credits is required every two years in various
financial topics such as estate planning, retirement planning, real
estate financing, etc.
your personal financial instructor - just as many people hire a
personal fitness instructor in order to get themselves in good
physical condition, so Tom is offering himself for hire as your
personal financial instructor, in order to get you in top notch fiscal
condition. Tom is the sole investment advisor for BMWA and directly
supervises all accounts under management. To that end, BMWA
plans to limit the number of clients to work with to less than 100.
This will allow Tom to provide direct client service and be available
by phone or email at most times. Tom encourages frequent face to
face meetings, to share his thoughts with you, as well as learn
about any changes in your needs.
Get Started. Instead of being one of a broker's thousand
"accounts", why not be a BMWA "client", and get from a qualified
advisor the individualized, constant monitoring and contact, that
your money deserves?
Getting Started
versus a stockbroker - First, investment advisors have a fiduciary
duty to act in the best interests of their clients at all times.
Brokerage firms generally are not fiduciaries and therefore do not
make decisions that are solely in their customer's best interests.
Stockbrokers are hired to generate fees for their brokerage firm.
Second, investment advisors are paid an asset-based fee, so their
interests are aligned with their clients in that if the client's assets
increase, the advisor's income increases. Brokerage firms'
revenues may increase even if the customer's assets shrink. See,
http://www.tdainstitutional.com/pdfs/Advocacy_Sell_SheetFINAL.pdf
experience - Thomas Vaccaro, CFP has been employed in the
financial services industry for 22 years with some of the largest
brokerage, bank and insurance companies. He passed the NASD
Licensed Securities Broker (series 7) exam in 1984. He passed the
NASD Investment Advisor Law (series 65) exam in 1998. His prior
investment brokerage job was with Wachovia Securities Inc., where
he was employed for 8 years.
education - Thomas Vaccaro, CFP is a graduate of the University of
Florida with a Bachelor of Science in Business Administration, with
a major in Finance. His Certified Financial Planner certification was
earned in 1988. To maintain this certification, thirty hours of
continuing education credits is required every two years in various
financial topics such as estate planning, retirement planning, real
estate financing, etc.
your personal financial instructor - just as many people hire a
personal fitness instructor in order to get themselves in good
physical condition, so Tom is offering himself for hire as your
personal financial instructor, in order to get you in top notch fiscal
condition. Tom is the sole investment advisor for BMWA and directly
supervises all accounts under management. To that end, BMWA
plans to limit the number of clients to work with to less than 100.
This will allow Tom to provide direct client service and be available
by phone or email at most times. Tom encourages frequent face to
face meetings, to share his thoughts with you, as well as learn
about any changes in your needs.
Get Started. Instead of being one of a broker's thousand
"accounts", why not be a BMWA "client", and get from a qualified
advisor the individualized, constant monitoring and contact, that
your money deserves?
Getting Started
Why BMWA
