Swim With Jim – Annuities: The Good, Bad & The Ugly
Will be talking with Mark A. Cortazzo, CFP® who is MACRO Consulting Group’s Senior Partner. His extensive background in the financial services industry includes working for one of the largest brokerage firms in the US, one of the largest banks in the Northeast and one of the largest insurance companies in the world. Since founding MACRO in 1992, Mark has been profiled in many industry publications and has earned numerous awards and accolades. His recent achievements include being named “Advisor of the Year” by Boomer Market Advisor magazine and being named to Barron’slisting of “America’s Top Financial Advisors” for 2009-2014.
Mark has also been named to several other Top Advisor lists including, Worth Magazinenaming him as one of “The 250 Best Financial Advisers in America”, being awarded “Super Broker” and one of the “Top 50 Independent Advisors for 2008” by Registered Rep. Magazine, being named by Reuters AdvicePoint as a “Top Advisor for 2008” in multiple categories, acceptance into the “2003 Hall of Fame” by Research Magazine, being chosen as one of New Jersey’s “Top Forty Under 40” by NJ Biz Magazine and one of “America’s Top Financial Advisors” in 2008 by Fortune Magazine. Due to his success, Mark is regularly utilized as a resource for many national publications and periodicals, including The Wall Street Journal, Barron’s, Kiplinger’s Personal Finance Magazine, InvestmentNews and Bloomberg Personal Finance.