ATO Capital Global Corp. Employee Directory

Financial ServicesNew Jersey, United States0-1 Employees

I serve individuals and businesses in all areas of financial management, including (yet not limited to):

Money Management
With thousands of investment products on the market, you will benefit from the objective assistance of a professional focused on a larger strategy that includes custom portfolios tailored to your personal goals and risk tolerance.

Retirement Planning
The goal of investing is to ensure financial security later in life. Gain confidence in your future through a comprehensive framework, based on your needs and resources, designed to guide you beyond the accumulation phase and into retirement.

Estate Planning
The legacy you leave is important, to you and your loved ones. Professional guidance can help you pass on as much of your wealth as is legally permissible – leaving them an inheritance instead of a tax bill.

Education Funding
Advanced guidance is crucial to help achieve goals related to important life events such as your children's education. A knowledgeable advisor will help you determine your family's eligibility for tax and financial benefits for education funding and will use this information to help you identify the overall strategy that is best for you.

- See more at: http://www.atocapital.com/Custom.aspx?apId=38861#sthash.MXjLRp23.dpuf

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