Sign In
Get Clay Free →

Suggestions

    William McCance

    Boutique Independent Broker Dealer/RIA

    William McCance is the President and Chairman of TAG Group, Inc., a firm revolutionizing private financial management through a tradition of better thinking and fiduciary considerations.

    TAG Group, Inc. operates three distinct units - Trust Advisory Group, Ltd., Advisory Group Equity Services, Ltd., and Estate Insurance Services, Ltd. - collectively managing over $500 million in assets.

    TAG Group, Inc. offers a unique platform owned by advisors for advisors, focusing on growth, profitability, and sustainability while providing top-notch estate, business, and financial planning services to high net worth individuals and businesses.

    William's professional background includes leadership roles at organizations like Advisory Group Equity Services, Fishers Island Yacht Club, Hartford Life, AXA Advisors, and Drexel Burnham Lambert.

    He specializes in assisting stockbrokers and captive insurance agents in establishing their businesses, offering a wide array of financial products, excellent payout schedules, and comprehensive back-office support.

    For individuals interested in a comprehensive financial system with distinctive service offerings, Advisory Group Equity Services, Ltd., Trust Advisory Group, Ltd., and Estate Insurance Services are excellent choices.

    You can connect with William McCance and TAG Group, Inc. at their website www.taggrouprecruiting.com or through email at wmccance@tag-ages.com. They are located at 444 Washington Street, Suite 407, Woburn, MA 01801, reachable at (781) 933-6100.

    William McCance
    Get intro to William
    Add to my network

    Location

    Greater Boston Area