Press release
The WealthPointe Group at Oppenheimer & Co. Receives Prestigious InvestmentNews 5 Star Wealth Management Award
Marc Levin
The award-winning team, includes Senior Director Marc Levin and Executive Directors Daniel Tacktill and Laurence Stanger, has been acknowledged for their outstanding performance and dedication to financial advisory excellence.
"This recognition is a testament to our team's unwavering commitment to providing personalized, strategic financial guidance to our clients," said Marc Levin, Senior Director. "We are humbled and excited to be recognized by InvestmentNews.com for our approach to wealth management."
Daniel Tacktill, Executive Director, added, "Our success is built on trust, expertise, and a genuine passion for helping our clients achieve their financial goals. This award validates the hard work and dedication of our entire team."
Laurence Stanger, also an Executive Director, emphasized the team's client-first philosophy: "At The WealthPointe Group, we don't just manage wealth - we build lasting relationships and create financial strategies that empower our clients' futures."
The 5 Star Wealth Management Award is based on rigorous criteria, including client satisfaction, industry experience, and professional achievements. The WealthPointe Group has consistently demonstrated excellence in financial advisory services, serving clients across Long Island and beyond.
About The WealthPointe Group Located in Oppenheimer & Co.'s Melville, NY office, The WealthPointe Group specializes in comprehensive financial planning, investment strategy, and personalized wealth management solutions.
401 Broadhollow Rd.
Suite 401
Melville, NY 11747
Media Contact:
Marc Levin 516-391-4852
Marc.Levin@opco.com
Contact
The WealthPointe Group
Laurence Stanger, Daniel Tacktill, Marc Levin
516-391-4852
https://oppenheimer.com/wealthpointe
We are a team of Financial Advisors with more than six decades of combined investment experience. We provide wealth management services in a fiduciary capacity. NAPA Top 401(k) Advisory Teams Nationally Forbes Best in State Wealth Advisors Financial Times Top 401(k) Defined Contribution Teams.
This release was published on openPR.
Permanent link to this press release:
Copy
Please set a link in the press area of your homepage to this press release on openPR. openPR disclaims liability for any content contained in this release.
You can edit or delete your press release The WealthPointe Group at Oppenheimer & Co. Receives Prestigious InvestmentNews 5 Star Wealth Management Award here
News-ID: 4087163 • Views: …
More Releases for Marc
Marc Miller is Canada's new Immigration Minister
On July 26, 2023, Canadian Prime Minister Justin Trudeau made significant changes to his cabinet. Marc Miller, a Member of Parliament from Quebec and former Minister of Crown-Indigenous Relations, is now Canada's Immigration Minister.
Sean Fraser, the previous Immigration Minister, is now Minister of Housing, Infrastructure, and Communities. Cabinet shuffles are common in Canadian politics, occurring every two years to replace poor-performing ministers, reward good work, and refresh policies and…
Marc Gallant Joins Canvass AI as VP of Partnerships
* Marc Gallant brings 30+ years of industrial sector expertise to lead Canvass’s partner strategy
* Experience includes 20+ years at OSIsoft, demonstrating a proven track record of creating and growing partner ecosystems
* New hire is part of Canvass’s growth ambitions to be the #1 AI platform for the Industrial sector
TORONTO, Ont. – April 7, 2021 – Canvass Analytics Inc., (“Canvass AI”), a global leader in industrial AI software, today announced…
Marc A. Wolfe Enterprises Helps Leaders Build Resilient Companies
Nashville, TN (October 7, 2020) Marc A. Wolfe Enterprises announced this week that Marc A. Wolfe will serve as a facilitator at a 3-day, FREE Live Virtual Summit hosted by WBECs on October 13-15, 2020
"Leaders are struggling with change and unprecedented challenges right now", said Marc A. Wolfe, Founder and President of Marc A. Wolfe Enterprises. "Even though this year has been challenging, businesses can actually become stronger. This event…
Marc Marut and his song against COVID-19
Marc Marut, former child star of the cult thriller movie "The Paperboy" (1994) and series such as "Goosebumps" and "Road to Avonlea" has now become a rock star and has a new hit song out called "Fuck You COVID-19!" His mission? To cheer up the world during this pandemic! And what better way than having his fans unite from all over the world and make a music video? You can…
Scope collaborates with Taylor & Francis to create MARC records
Scope e-Knowledge Center (Scope), a leading provider of content enhancement and knowledge services, has recently completed an assignment with Taylor & Francis (T&F) to create MARC records for XML archives across 15 categories of publication types, including journals, books, reports and acts based on RDA guidelines for their cutting-edge digital resource, the South Asia Archive, developed in association with the South Asia Research Foundation in response to growing demand from…
Scope eKnowledge Center enhances MARC creation services
Chennai, India, February 28, 2013: Scope eKnowledge Center, a leading provider of content enhancement and knowledge services, has announced enhancements to its mARCat™ platform for MARC cataloging services. Scope’s service includes Original Cataloging (creation of MARC records) and Copy Cataloging (validating/updating MARC records).
mARCat creates MARC records for variant input formats, such as XML, PDF, TIFF, MS-Word document, for publication types including journals, books, monographs, standards, magazine, maps, directories,…
