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Our CEO — Chief Experience Officer!

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Deborah Marcovecchio, Director of Client RelationsI want to introduce you to our CEO — that is, our Chief Experience Officer, Deborah Marcovecchio.

When we do business with a client, many times there’s going to be a lot of interaction to implement strategies, insurance plans, retirement plans, etc. We hand that over to Deborah, who I’ve been working with for about 15 years. She knows our business from many different perspectives, that of a:

  • Client, 
  • Producer, and
  • Administrative Assistant.

As an administrative assistant, Deborah has made it as easy as possible for our clients to do business with us. She makes herself available and does an amazing job in supporting our clients as they deal with the administrative requirements such as forms and applications. She is always responsive and ready to answer questions.

When it comes to our client experience, we strongly feel that our CEO is the key to making clients comfortable with the work that we do and helping them get what they need from us. Give us a call, at 516-682-3339, and let us know how we can be of service to you.

Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS.  Strategic Wealth Advisors Network and Gassman Financial Group are not affiliated with APFS.
Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions. American Portfolios Financial Services, Inc.(APFS) and American Portfolios Advisors, Inc.(APA) are not affiliated with any other named business entities mentioned.  

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
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Michael@SWANWealth.com
www.SWANWealth.com

Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2019-08-29T11:11:51+00:00August 27th, 2019|Blog, Financial Planning, General|0 Comments

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