mark badami

financial advisor

About

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I am licensed to sell insurance in: NY, NJ, PA, TN, & FL and securities in: NY, NJ, PA, TN, & FL. I am a registered representative of and offer securities and investment advisory services, investment advisory services and financial planning through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 6800 Jericho Turnpike, Suite 202 W, Syosset, NY 11791.

Country

united states

City

new york

Industry

financial services

Skill

life insurance, long term care insurance, disability insurance, investment planning, estate and business continuity planning, pension design and implementation

Experience

director of retirement planning

national network of accountants

1995-9 - 2010-4 · 14 yrs 8 mos

Help assist accountants with the development of retirement plans as well as business continuity (estate and business distribution planning) for their clients.

financial representative

metlife

1993-9 - 1995-9 · 2 yrs 1 mo

manager

sound wealth financial group

2010-7 - 2016-7 · 6 yrs 1 mo

Mark A. Badami, CFP®, works at Sound Wealth Financial Group, one of Long Island’s leading insurance and financial planning firms. This position requires Mark to not only manage a team of experienced producers but to educate and assist individuals and members of their staff in the area of advanced Pension Design as well as Estate Planning.

financial advisor

massmutual long island metro

2016-8 - Present · 10 yrs 2 mos

* I offer total financial needs analysis through a network of experienced professionals with expertise in: * Advisory services * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies * Trust services * I provide an analysis of your current financial situation and help you: * Identify financial goals and concerns * Illustrate what is being done to reach your goals and deal with concerns * Identify gaps, if present, and offer solutions to fill them.