Michael Mall

Michael Mall Email and Phone Number

Financial Advisor | Retirement and Estate Planning Consultant | President and CEO @ Mall Retirement Group
Cherry Hill, NJ, US
Michael Mall's Location
Cherry Hill, New Jersey, United States, United States
Michael Mall's Contact Details

Michael Mall personal email

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Michael Mall phone numbers

About Michael Mall

Michael P. Mall II is the founder of Mall Retirement Group. He has provided estate and retirement planning services since 1999. He believes retirees today need to have access to solid, independent financial advice and information. He has conducted both public and private seminars in New Jersey and Pennsylvania on topics including: How to Make Your Money Life Longer Than You, Protecting Your Life Savings, estate planning, retirement income planning, reducing or eliminating taxes on Social Security Benefits, planning when to take Social Security, and more. Michael lives in Cherry Hill, NJ with his wife, Connie, and their four daughters, including 15-year-old twins, a 11 year-old, and 9 year-old.Mall Retirement Group is in the business of advising clients who want to develop and implement an intelligent, effective long-term investment strategy, customized for personal goals and resources. Their professional perspective is that they work hard to cultivate and preserve the trust and confidence of their clients. Mall Retirement Group’s solutions reflect a thoughtful response to the key issues affecting the management of their clients’ financial affairs. They offer a comprehensive wealth management platform that gives clients access to robust, well-diversified portfolios that are specifically geared toward personal financial goals.The company is based on the belief that no one has worked harder for your retirement than you have. They provide you the education and tools clients need to make great decisions on retirement and estate planning. Mall Retirement Group welcomes the opportunity to earn trust and deliver the best service in the financial industry.Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

Michael Mall's Current Company Details
Mall Retirement Group

Mall Retirement Group

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Financial Advisor | Retirement and Estate Planning Consultant | President and CEO
Cherry Hill, NJ, US
Employees:
9
Michael Mall Work Experience Details
  • Mall Retirement Group
    Financial Advisor | Retirement And Estate Planning Consultant | President And Ceo
    Mall Retirement Group
    Cherry Hill, Nj, Us
  • Mall Retirement Group
    Financial Advisor | Retirement & Estate Planning Consultant | President & Ceo
    Mall Retirement Group Sep 2009 - Present
    Assisting clients in establishing sustainable retirement income plans through safe money resources and conservative investment portfolios; providing critical resources and coordinating efforts with estate planning and tax planning services
  • Investment Advisor Representative
    Portfolio Planning & Management Consultant | Retirement Planner | Financial Advisor
    Investment Advisor Representative Jul 2010 - Present
  • Fidelity Estate Planning
    Estate Planning Analyst | Insurance Agent
    Fidelity Estate Planning Nov 2005 - Jul 2010
    Mt Laurel, Nj
    Provided education and information through public and private seminars on estate planning, provided individual recommendations on achieving safety and longevity with savings and investments.
  • Kaehall Estate Planning Cordinators
    Estate & Insurance Planning Specialist | Agent
    Kaehall Estate Planning Cordinators Nov 2002 - Nov 2006
    Served in new client acquisition through public seminars on estate planning and private workshops. Trained and managed other agents and representatives in new client acquisition. Assisted clients in establishing and implementing retirement income planning and estate planning.
  • Senior Informational Services
    Estate Planning Advisor | Estate Planner
    Senior Informational Services Jun 1999 - Nov 2002
    Assisted clients and prospective clients in making estate planning decisions, provided referrals and resources to accomplish effective estate planning, managed a group of estate planners.

Michael Mall Skills

Retirement Planning Financial Planners 401k Rollovers Investment Strategies Income Protection Wealth Management Services Financial Services Portfolio Management Investments Strategic Financial Planning Insurance Wealth Management Treasury Bills Simple Ira Planning College Financial Planning Tax Plans Variable Annuities Estate Tax Planning Long Term Care Profit Sharing Plans Ira Rollover Custom Asset Allocation Social Security Planning Retirement Tax

Michael Mall Education Details

Frequently Asked Questions about Michael Mall

What company does Michael Mall work for?

Michael Mall works for Mall Retirement Group

What is Michael Mall's role at the current company?

Michael Mall's current role is Financial Advisor | Retirement and Estate Planning Consultant | President and CEO.

What is Michael Mall's email address?

Michael Mall's email address is mm****@****sor.com

What is Michael Mall's direct phone number?

Michael Mall's direct phone number is +185681*****

What schools did Michael Mall attend?

Michael Mall attended The American College, Baptist Bible College And Seminary, Baptist Bible College And Seminary.

What are some of Michael Mall's interests?

Michael Mall has interest in Hiking, Golf, Travel, Spending Time With Our Children.

What skills is Michael Mall known for?

Michael Mall has skills like Retirement Planning, Financial Planners, 401k Rollovers, Investment Strategies, Income Protection, Wealth Management Services, Financial Services, Portfolio Management, Investments, Strategic Financial Planning, Insurance, Wealth Management.

Who are Michael Mall's colleagues?

Michael Mall's colleagues are Thomas Machowski, Lauren Denoble.

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