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We Provide a Personalized, Problem-Solving Approach to Successful Retirement Planning
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We are an independent firm offering innovative strategies for changing times |
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Our focus is building relationships through loyalty and commitment to our clients |
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We spend considerable time developing low-cost, effective retirement income portfolios |
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Designations: Registered Investment Advisor and Registered Representative |
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Areas of Focus: Retirement Income Planning |
I saw the need to fill a tremendous void in the market place. I wanted a practice where the retirement income planning need of the individual would come first rather than the hidden agendas of some of the large Wall Street firms. I am President of Mark Scordato & Associates, Inc., a Registered Investment Advisor located in Parsippany, NJ. Much sought after as a speaker, with nearly 20 years of financial services experience, I have taught retirement planning seminars throughout the country. I am known for making complex retirement planning issues clear and easy to understand. I assist investors concerned with retirement planning issues to help preserve their capital, potentially increase their income and lessen the tax liability to their heirs. My clients often find that, after working with me, they have moved significantly forward in their planning, simplifying their finances and obtaining more peace of mind about their financial future. I hold insurance licenses in several states, as well as Series 7 and 66 securities licenses.
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Areas of Focus
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Mark Scordato is a Registered Representative of GF Investment Services, LLC, Member FINRA/SIPC and an Investment Advisor Representative of Global Financial Private Capital, LLC, an SEC Registered Investment Advisor, 2080 Ringling Boulevard, Sarasota, Florida 34237.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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