MI
Margaret Iamunno
Chief Compliance Officer at Gm Advisory
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Work Experience
Chief Compliance Officer
Sep 2016 - Present · 8 years and 3 months
Company Details
11-50 Employees
We advise. But first, we listen. GMAG has been providing independent financial advice to individuals and families since 2004. Everything we do is centered around helping families integrate their life plans with their finances. With considerable wealth comes the challenge of integrating all the services and experience needed to sustain it. We can simplify the process, by coordinating all the financial solutions and services you need, from investment management to tax planning to retirement planning to estate planning. As a result, we’re able to give you the impartial guidance you need and the peace of mind you deserve. Not just today — but for generations to come.
Year Founded
2004
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
400 Broadhollow Rd. 301 Melville, NY 11747, US
Keywords
InvestmentsTax PlanningEstate PlanningNet WorthEducatioRisk ManagementPhilanthropyRetirementWealth Managementwealth management
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