Bill Tortorice Email and Phone Number
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Bill Tortorice personal email
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I am US Military Veteran business owner. My focus is helping and guiding successful families and business owners toward getting their financial house in order paying special attention to preserving, protecting and growing their hard earned wealth. I will coordinate and collaborate with your other advisers to close any planning gaps and act as your advocate to get things done. Schedule a complimentary meeting to see how I may be able to help. http://calendly.com/william-wealthmg Securities offered through American Portfolios Financial Services inc. (APFS)Member FINRA / SIPC. Investment advisory services offered through Wealth Management Group, LLC and also American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. Wealth Management Group is not affliated with APFS and APA.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services,Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgement prior to investing. Investments are not guaranteed, involve risk and may result in loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Wealth Management Group, Llc
View- Website:
- wealthmg.com
- Employees:
- 4
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Private Wealth Advisor And Assoc. Vice PresidentWealth Management Group, LlcRochester, Ny, Us
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Private Wealth Advisor / Assoc. Vice PresidentWealth Management Group, Llc Nov 2012 - Present2000 Winton Rd. South Suite 206 Bldg 4A Rochester, Ny 14618We work to bring your current planning to a higher level by identifying what is truly important to each client then close coordination gaps and identify planning opportunities. I coordinate and collaborate with your other advisors and act to get things done. I will take as much time as needed to know completely, what is important to you as well as your family and always work as your advocate!
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Financial Planner / Private Wealth AdvisorLincoln Financial Advisors Feb 2008 - Nov 2012Rochester, NySpecialized in developing financial plans around clients life styles and goals. I would coordinate with there current advisors, if any, to close any planning gaps to bring their plans to a higher and more efficient level. Together with the client, we would monitor their plans and make adjustments when needed to keep them on track. -
Financial AdvisorMet Life Securities Feb 2004 - Feb 2008Rochester, NyDesigned investment porfolios and allocation recomendations for clients aspiring to achieve financial independence. Designed employer retirement accounts and group insurances to fit local small businesses needs.
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SupervisorDelta Sonic Mar 1996 - Aug 2004MultipleAs location Supervisor responsibilities included overall operations, sales, hiring, training, dept. managers and profit and loss. Managed the companies largest Rochester location (over 100 employees) and led the company in profitability & revenue and achieved numerous awards and honors.
Bill Tortorice Skills
Bill Tortorice Education Details
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American CollegeFinancial Services -
U.S. ArmyCivil Affairs
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U.S. NavyEngineering
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Mpb
Frequently Asked Questions about Bill Tortorice
What company does Bill Tortorice work for?
Bill Tortorice works for Wealth Management Group, Llc
What is Bill Tortorice's role at the current company?
Bill Tortorice's current role is Private Wealth Advisor and Assoc. Vice President.
What is Bill Tortorice's email address?
Bill Tortorice's email address is wt****@****hmg.com
What is Bill Tortorice's direct phone number?
Bill Tortorice's direct phone number is +158524*****
What schools did Bill Tortorice attend?
Bill Tortorice attended American College, U.s. Army, U.s. Navy, Mpb.
What are some of Bill Tortorice's interests?
Bill Tortorice has interest in Outdoor Sports, Golf, Business Networking, Classic Cars, Health.
What skills is Bill Tortorice known for?
Bill Tortorice has skills like Retirement Planning, Investments, Strategic Financial Planning, Insurance, Management, Risk Management, Strategic Planning, Retirement, Employee Benefits, Business Strategy, Financial Analysis, Financial Planning.
Who are Bill Tortorice's colleagues?
Bill Tortorice's colleagues are Shawna Mark, Mba, Jonathan Smith, Brad Montgomery.
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