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Angelo Vecchio is a Financial Professional at Equitable Advisors. He possess expertise in estate planning strategies, retirement planning, 401 and 403 services, educational planning strategies, employee benefit strategies and 10 more skills.
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Financial ProfessionalEquitable Advisors Jan 2020 - PresentWilliamsville, NyAngelo is devoted to building long lasting relationships with his clients and helping them better understand what works for them in reaching their financial goals through a holistic and in-depth process of financial planning. Angelo offers customized strategies tailored to wealth accumulation, protecting families and estates while developing proper planning for retirement years. He respects that each client works hard for their money, and he does not take his fiduciary responsibility lightly.… Show more Angelo is devoted to building long lasting relationships with his clients and helping them better understand what works for them in reaching their financial goals through a holistic and in-depth process of financial planning. Angelo offers customized strategies tailored to wealth accumulation, protecting families and estates while developing proper planning for retirement years. He respects that each client works hard for their money, and he does not take his fiduciary responsibility lightly. He focuses on long term relationships with his clients based on trust and respect. Angelo’s philosophy and dedication has given him continuous referrals of family, friends and co-workers from his current clients in which he feels very honored and blessed to receive. Angelo has dedicated his efforts to his Brothers and Sister of the Armed Forces and First Responders helping them maximize pension income during their retirement. With his wife being a teacher, he has committed his time to the school district’s employees with proper pension protection strategies and allocations. His roots of being a small business owner have led him to focus on helping employers with; tax strategies, proper planning of employer/employee retirement plans and benefits. He has found that the implementation of his ideas have led to increased employee retention and productivity for his business clients. For an appointment with Angelo Vecchio, he can be reached at (716) 276-7662. Show less
Angelo Vecchio Skills
Angelo Vecchio Education Details
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Business Administration And Management, -
Institute Of Supply ManagementCertified Professional In Supply Management -
Logistics -
Human Resources Management
Frequently Asked Questions about Angelo Vecchio
What company does Angelo Vecchio work for?
Angelo Vecchio works for Equitable Advisors
What is Angelo Vecchio's role at the current company?
Angelo Vecchio's current role is Financial Professional.
What is Angelo Vecchio's email address?
Angelo Vecchio's email address is av****@****hia.net
What is Angelo Vecchio's direct phone number?
Angelo Vecchio's direct phone number is +171676*****
What schools did Angelo Vecchio attend?
Angelo Vecchio attended State University Of New York At Buffalo - School Of Management, Institute Of Supply Management, Community College Of The Air Force, Community College Of The Air Force.
What skills is Angelo Vecchio known for?
Angelo Vecchio has skills like Estate Planning Strategies, Retirement Planning, 401 And 403 Services, Educational Planning Strategies, Employee Benefit Strategies, Tax Deferred Investment Planning, Teamwork, Wealth Management And Preservation Strategies, Insurance Planning, Long Term Care Planning Strategies, Iras, Mutual Funds.
Who are Angelo Vecchio's colleagues?
Angelo Vecchio's colleagues are Luke Topolski, Cres, Mark Ludwig, Amine Rizk, Cfp®, Robin Butler, Max Shaffer, Walker Albrecht, Nathan Mayer.
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