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Our Wealth Management Associates, Alyson Woolbright and Katarina Obermaier, join the Barron’s Advisor Teams Summit in Las Vegas. Barron’s recognizes that it takes a village and every role contributes to…
The women at GMAG joined the conversation at the Women of Worth Summit hosted by Worth Magazine. The annual Women & Worth Summit gathers experts, industry giants, entrepreneurs, investors, and…
We are pleased to share that GMAG and Frank Marzano have been named #4 in New York State on the Forbes Best-In-State Wealth Advisors list. We are grateful for this…
GMAG ranked #10 in New York on Barron's Top 1200 List Frank Marzano and GM Advisory Group were once again named to the Barron’s Top 1200 Financial Advisors list for…
The GMAG team was back at The American Express PGA Golf Tournament in Palm Springs—an incredible event featuring the world’s best golfers. This tournament has generated millions of dollars for…
GMAG has a dedicated Wealth Strategies Team, built around advising our clients on estate and tax planning matters. As part of our commitment to being up to date on today’s…
Team Members from Left to Right: Angela Loffredo, Operations Manager; Shania Ishridas, Performance Reporting Analyst; Michael Bueti, Portfolio Manager and Frank Lavrigata, Managing Director Led by Managing Director, Frank Lavrigata,…
GMAG’s mission is to meet every financial need with exceptional client service. So for us, it is a distinct honor that GMAG has been named to the Forbes/Shook list of America’s…
Today’s students Tomorrow’s LEADERS GMAG NextGen team hosts webinar with Barron’s and the College of Charleston’s School of Business. GMAG and Barron’s hosted a webinar for the students of the…
The rules around meals and entertainment have changed several times over the past few years. The current provisions are set to expire at the end of 2022, so we wanted…
As a follow up to our Wellspring communication from this past week on the Inflation Reduction Act, the House of Representatives passed the Act on Friday, August 12, and it…
Our Family Office leadership, Matt Yakstis, CPA, and Josh Goldsmith, CPA, join others in the accounting community for Sage Transform 2022 in Orlando. The Sage conference provided a great opportunity…
On August 7, 2022, the US Senate passed the Inflation Reduction Act (the Act). The bill is expected to be voted on by the House on Friday, August 12, followed…
Frank Marzano and GM Advisory Group have once again been ranked on the 2022 Barron’s Top Independent Financial Advisors List. Frank is ranked at #19 on the list. In a…
Frank Marzano and GM Advisory Group have been ranked on the 2022 Forbes Best-In-State Wealth Advisors List for the fourth year in a row. Frank is ranked at #3 on…
GMAG has been named the winner of the 2022 Private Asset Management (PAM) Awards in the category of Best Estate Planning Advisory Service. The PAM Awards recognize the achievements of…
Frank Marzano, Managing Principal, shared his thoughts on Alternative Fixed Income while Frank Balas, our Director of Investment Strategy, discussed what is next for ETFs in the coming decade. It…
Disclosure: Cryptocurrency trading can be extremely risky. Cryptocurrency trading may not generally be appropriate, particularly with funds drawn from retirement savings, student loans, mortgages, emergency funds, or funds set aside…
GMAG Named to Barron's Top 1,200 Financial Advisors We are pleased to share that Frank Marzano and GM Advisory Group were once again named to the Barron’s Top 1200 Financial…
Frank Marzano was selected to be interviewed by Barron’s to tell the story of GMAG and our story was featured in an article titled: Frank Marzano: How I Built a…
