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Mike Mcsweeney is listed as Creating more efficient financial economies for families and business owner's. at Ascend Wealth Partners, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at cfsllc.com and a matched LinkedIn profile for Mike Mcsweeney.
Mike Mcsweeney previously worked as Owner at Ascend Wealth Partners and Financial Advisor at Certified Financial Services. Mike Mcsweeney holds Bachelor Of Science, Business Administration; Marketing And Management from Castleton University.
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Our clients are educated to understand how money works and the many forces that are working in their own personal economies. By utilizing a holistic planning approach, we lead our clients to a heightened level of financial success by making better money decisions that will shield their wealth from the outside forces and allow their assets to work in coordination with one another.Whatever the stage of life someone is in, our role with clients is to educate and lead them to become the greatest financial version of themselves. We understand that everyone has his or her own specific passions, goals, interests, concerns, wants and needs. It is our role to guide you through your journey of life as a financial professional and counsel to help assemble the many pieces of your life into a clear and meaningful image.Specialties: Cash Flow ManagementBusiness PlanningLife Insurance Retirement PlanningInvestment ManagementHealth Insurance/COMPLIANCE:2024-5046/
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Affiliate of Certified Financial Services. We design comprehensive financial strategies that maximize our clients' wealth-building potential. Through our unique process, clients learn to optimize every dollar earned while protecting their wealth against risks like taxes, inflation, interest rate changes, market volatility, and lawsuits. This approach.
52 Forest Ave. Paramus, NJ 07652
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. CA insurance license #0I94759. Certified.
Managed and coordinated events with over 100 participants, oversaw operations of Pro Shop and Food and Beverage. Assured a high level of customer service; regularly and professionally completed daily, weekly, and monthly reports; responsible for cash and check deposits; and processed membership applications on a regular basis.
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Mike Mcsweeney works for Ascend Wealth Partners.
Mike Mcsweeney is listed as Creating more efficient financial economies for families and business owner's. at Ascend Wealth Partners.
AeroLeads has found 2 work email signals at @cfsllc.com for Mike Mcsweeney at Ascend Wealth Partners.
Mike Mcsweeney is based in New York City Metropolitan Area, United States, United States while working with Ascend Wealth Partners.
Mike Mcsweeney has worked for Ascend Wealth Partners, Certified Financial Services, and Hickory Hill Golf Course.
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Mike Mcsweeney holds Bachelor Of Science, Business Administration; Marketing And Management from Castleton University.
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