Business Strategy Institute Faculty of Long Island
vincent d’addona
INSURANCE/FINANCIAL PLANNING/CERTIFIED EXIT PLANNER
Vince is a distinguished advisor at Strategies for Wealth. He has 38 years of experience providing services in four key areas: Estate Planning and Exit Planning for owners of closely held businesses, Distribution Planning for those at or nearing retirement, and Investment Coaching. Often known as the experts’ expert, he has helped hundreds of individuals move closer to their full financial potential.
Strategies for Wealth/Prometheus Planning
120 Broadway, 37th Floor New York, NY 10271
Phone: 212.701.7903
Mobile: 917.453.4008 www.strategiesforwealth.com
daniel salazar
INVESTMENT ADVISOR
Daniel brings a wealth of knowledge and dedication to enhancing the financial picture of his clients. He believes the most important aspect of his business is the relationship with his clients. His goal is to positively impact their financial world by finding ways to maximize their wealth, amplify options and diminish risk.
Daniel joined the financial services industry in early 2009. Since then, his energy, drive and enthusiasm for the industry have led him to quickly grow his practice and excel in the financial services world. He has since become our Living Balance Sheet® Specialist, assisting many of our advisors implement the use of this state of the art tool into their practice and with clients.
Wealth Advisory Group, LLC 32 Torreypine Lane Medford, NY 11763
Phone: 631.578.9283 www.wagllc.com
Matthew Avallino
P&C - RISK MANAGEMENT
AC Risk Management strives to be different in an industry that has not changed in 100 years. We think the ways of the past are antiquated and in desperate need of an upgrade.
We step into your shoes; we put on your hard hat and we get behind your desk. We study your business. We learn your trade. We learn how you do things and why you are different. We explore what you do better than everyone else. We look at your claims with an exhaustive approach so that every incident is understood and explained. Once that is accomplished, we are able to articulate your risk to the market place and obtain incredible results.
AC Risk Management Inc. 1800 Walt Whitman Rd., Suite 160 Melville, NY 11797
Phone: 516.277.4480 Fax: 516.801.5921 www.acriskmanagement.com
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