Jude Mcdonough Cfp® Aif®

Jude Mcdonough Cfp® Aif® Email and Phone Number

Senior Wealth Advisor | Institutional Consulting @ Alliance Wealth Advisors, LLC
Scranton, PA, US
Jude Mcdonough Cfp® Aif®'s Location
Greater Philadelphia, United States
Jude Mcdonough Cfp® Aif®'s Contact Details

Jude Mcdonough Cfp® Aif® work email

Jude Mcdonough Cfp® Aif® personal email

Jude Mcdonough Cfp® Aif® phone numbers

About Jude Mcdonough Cfp® Aif®

P: 570-961-1516 / E: jude@alliancewealthadvisors.com CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® that assists both individuals and businesses with all of their retirement needs through honest and objective advice.Specialties: corporate retirement plans, retirement planning, asset management, buy/sell agreements, defined benefit plans for professional practices

Jude Mcdonough Cfp® Aif®'s Current Company Details
Alliance Wealth Advisors, LLC

Alliance Wealth Advisors, Llc

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Senior Wealth Advisor | Institutional Consulting
Scranton, PA, US
Website:
alliancewealthadvisors.com
Employees:
14
Jude Mcdonough Cfp® Aif® Work Experience Details
  • Alliance Wealth Advisors, Llc
    Senior Wealth Advisor | Institutional Consulting
    Alliance Wealth Advisors, Llc
    Scranton, Pa, Us
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  • Alliance Wealth Advisors, Llc
    Senior Vice President
    Alliance Wealth Advisors, Llc Oct 2019 - Present
    Scranton
    At Alliance Wealth Advisors, we help families and businesses with investment management, retirement planning, corporate retirement plan administration, estate planning and business planning. We pride ourselves in high touch service to our clients coupled with honest, objective advice.
    View
  • Community Investment Services, Inc.
    Vice President
    Community Investment Services, Inc. May 2010 - Oct 2019
    Scranton, Pennsylvania Area
    Provided investment management and financial planning advice to families and businesses.
  • Sterling Investment Advisors
    Financial Advisor
    Sterling Investment Advisors Sep 2008 - May 2010
    Provided investment management and financial planning advice to families and businesses.
  • Merrill Lynch
    Registered Client Associate
    Merrill Lynch Jul 2004 - Sep 2008
    Worked on a team of financial advisors, obtained licenses including CFP® Designation and assisted with client service requests.
    View

Jude Mcdonough Cfp® Aif® Skills

Investments Retirement Plan Consulting Retirement Planning Strategic Financial Planning Wealth Management Fixed Annuities Estate Planning 401k Financial Advisory Financial Planning 401 Retirement Savings Plans 401k Rollovers Trust Services Buy Sell Agreements Retirement

Jude Mcdonough Cfp® Aif® Education Details

Frequently Asked Questions about Jude Mcdonough Cfp® Aif®

What company does Jude Mcdonough Cfp® Aif® work for?

Jude Mcdonough Cfp® Aif® works for Alliance Wealth Advisors, Llc

What is Jude Mcdonough Cfp® Aif®'s role at the current company?

Jude Mcdonough Cfp® Aif®'s current role is Senior Wealth Advisor | Institutional Consulting.

What is Jude Mcdonough Cfp® Aif®'s email address?

Jude Mcdonough Cfp® Aif®'s email address is mc****@****ail.com

What is Jude Mcdonough Cfp® Aif®'s direct phone number?

Jude Mcdonough Cfp® Aif®'s direct phone number is +157057*****

What schools did Jude Mcdonough Cfp® Aif® attend?

Jude Mcdonough Cfp® Aif® attended University Of Scranton, University Of Galway.

What are some of Jude Mcdonough Cfp® Aif®'s interests?

Jude Mcdonough Cfp® Aif® has interest in Watching Sports, Children, Economic Empowerment, Traveling, Reading, Health, Playing Golf.

What skills is Jude Mcdonough Cfp® Aif® known for?

Jude Mcdonough Cfp® Aif® has skills like Investments, Retirement Plan Consulting, Retirement Planning, Strategic Financial Planning, Wealth Management, Fixed Annuities, Estate Planning, 401k, Financial Advisory, Financial Planning, 401 Retirement Savings Plans, 401k Rollovers.

Who are Jude Mcdonough Cfp® Aif®'s colleagues?

Jude Mcdonough Cfp® Aif®'s colleagues are Perry Rose Cfp®, Doug Holcomb, Kaley E. Kucharski, Michael Cordaro.

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