Financial Advisor
CurrentFinancial strategies, retirement planning strategies, life, disability and long term Care Insurance strategies, investment services, pension distribution planning, small business retirement and benefit strategies.
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@equitable.com
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Max Shaffer is listed as Financial Advisor at Equitable Advisors, a with 3118 employees, based in Fort Collins, Colorado, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Max Shaffer.
Max Shaffer previously worked as Intelligence Officer - US Army Reserves at Us Army and Financial Consultant at Axa Advisors, Llc. Max Shaffer holds Bachelor Of Business Administration (Bba), Corporate Finance And Investments, Military Science from Colorado State University.
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AeroLeads found 1 current-domain work email signal for Max Shaffer. Compare company email patterns before reaching out.
As a financial professional, my aim is to provide analysis and transparent recommendations to families, businesses, and individuals surrounding their near and long term financial goals in order to help them be better protected from uncertainties and achieve those goals. I love helping people at all different stages of life to understand their assets and how to better manage them.
Listed skills include Leadership, Financial Analysis, Customer Focused, 403 B, and 8 others.
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Fort Collins, Co
Financial strategies, retirement planning strategies, life, disability and long term Care Insurance strategies, investment services, pension distribution planning, small business retirement and benefit strategies.
702 W. Drake Rd. Bldg. D Fort Collins, Co 80526
Financial strategies, retirement planning strategies, life, disability and long term Care Insurance strategies, investment services, pension distribution planning.
Northern Colorado
Certified notary by the state of Colorado. Home loan closings and other notarial services, closings performed either at a bank or the borrower's home. Work closely with loan officers and title agents. Help borrowers through 100+ pages of documents, includes FHA/VA loans, fixed and ARMs.
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
Rosemarie "Rose" Rath
Colleague at Equitable AdvisorsBuffalo-Niagara Falls Area, United States
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Wenjun (Wendy) Yin
Colleague at Equitable AdvisorsStamford, Connecticut, United States
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John Gaimari
Colleague at Equitable AdvisorsElmwood Park, Illinois, United States
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Brian Groves
Colleague at Equitable AdvisorsStow, Ohio, United States
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Ronald Dinehart, Mba
Colleague at Equitable AdvisorsWoodbury, New York, United States
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Dana R Millmore. Lutcf. Fscp
Colleague at Equitable AdvisorsNew York City Metropolitan Area, United States
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Zak Perchinsky
Colleague at Equitable AdvisorsBoca Raton, Florida, United States
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Beena Kinariwala
Colleague at Equitable AdvisorsDetroit Metropolitan Area, United States
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Efrosini (Rose) Matos
Colleague at Equitable AdvisorsNew York, United States
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Evelyn Yuan
Colleague at Equitable AdvisorsNew York, United States
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Quick answers generated from the profile data available on this page.
Max Shaffer works for Equitable Advisors.
Max Shaffer is listed as Financial Advisor at Equitable Advisors.
AeroLeads has found 1 work email signal at @equitable.com for Max Shaffer at Equitable Advisors.
Max Shaffer is based in Fort Collins, Colorado, United States while working with Equitable Advisors.
Max Shaffer has worked for Equitable Advisors, Us Army, Axa Advisors, Llc, and Self Employed.
Max Shaffer's colleagues at Equitable Advisors include Rosemarie "Rose" Rath, Wenjun (Wendy) Yin, John Gaimari, Brian Groves, and Ronald Dinehart, Mba.
You can use AeroLeads to view verified contact signals for Max Shaffer at Equitable Advisors, including work email, phone, and LinkedIn data when available.
Max Shaffer holds Bachelor Of Business Administration (Bba), Corporate Finance And Investments, Military Science from Colorado State University.
Max Shaffer is listed with skills including Leadership, Financial Analysis, Customer Focused, 403 B, Roth Ira, Traditional Ira, 529 Plans, and Life Insurance.
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