10/16/2009 Press Release
10/16/2009
PRESS RELEASE
Amper Financial Services, LLC today announced the appointment of Joe Leone, CPA, CFP®, CLU as a Financial Advisor. Amper Financial Services is the innovative Wealth Management and Corporate Benefits Division of Amper Politziner and Mattia, LLP accounting firm.
“Our client’s need for comprehensive, coordinated, high-end wealth management services continues to accelerate. The difficult economy and volatile market conditions continue to place increasing pressure on business owners to utilize professionally coordinated financial planning and corporate benefits planning services” according to Amper Financial’s Managing Officer, Marc Scudillo. “Joe will help assure customer satisfaction and the best client-focused solutions through the integration of internal specialists. We are dedicated to the words of our mission statement: Our mission is to help our clients navigate through the risks and opportunities in achieving their life goals.”
Joe has more than twenty five years of experience advising business owners, executives, and retirees. Through his education and experiences, Joe has significant expertise in investment management, tax, retirement, and business planning and is the incumbent President of the New Jersey Financial Planning Association. He has presented tax, estate and financial planning seminars and workshops for financial advisors, attorneys and CPA’s throughout the country. Previously Joe was part of a development team that built and marketed a comprehensive financial planning service, wrote and edited tax publications and served as senior tax advisor for a major brokerage firm. He also was part of the management team and a wealth manager for one of the largest independent RIA’s in the country. He has worked as a CFO, controller and a consultant to business owners.
Joe provides advice in the areas of business succession planning, tax planning, retirement plan design, and retirement planning. Joe holds a series 7, 66 and NJ Life and health licenses and is located in the Wall, New Jersey office. Amper Financial Services, LLC has locations in PA, NJ, and NY and services the financial needs of high-net worth families and successful business. Joe Leone is a registered representative of Securities America Inc,. Member FINRA/SIPC. Amper Financial Services and the Securities America companies are not affiliated.
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