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William Mack
I help New York residents, who are nearing retirement age, implement a 3-Step Planning Strategy that can help reduce risk and create a guaranteed income for life.
William Mack is a seasoned financial professional with over 30 years of experience as a Chartered Financial Consultant (ChFC).1 He specializes in providing financial guidance to New Yorkers who are approaching or already in retirement.1
Professional Background
William Mack has held several key positions in the financial industry:
- Financial Consultant at PlanMember Securities Corporation1
- New York State Representative for PlanMember Securities Corporation (since 2008)2
- Financial Services Professional at Wealth Advisory & Management Corporation of America (prior role)
Qualifications and Expertise
William Mack holds several professional designations that highlight his expertise in financial planning:
- Chartered Financial Consultant (ChFC)12
- Chartered Life Underwriter (CLU)2
- Long Term Care Professional (LTCP)2
Services Offered
As a financial consultant, William Mack focuses on:
- Retirement planning
- Investment management
- Personalized financial planning3
His extensive experience and specialized knowledge make him particularly well-suited to assist clients nearing or in retirement age, especially in the New York area.12
Contact Information
For those interested in reaching out to William Mack professionally, he can be contacted via email at billmack02@gmail.com or wmack@planmember.com.4
William Mack's LinkedIn profile, with the username william-mack-94793721, provides additional information about his professional background and expertise in the financial services industry.1
