Richard Malen
Sagemark Consulting

Tel: (631) 227-0637
105 Maxess Road
Suite 106
Melville, NY 11747
Sagemark Consulting | Financial Advisor in Melville ,NY

About Sagemark Consulting

Over the years we have come to realize that as the scope of financial services grows, so does the need for professionals to provide these services. That is why we approach your financial planning needs with a team of specialists. It is the key to our success and yours.

We are a group of professionals in a variety of financial planning disciplines combining our knowledge and experience, using sophisticated support systems to determine the appropriate financial strategy for your individual needs. We are dedicated to helping you identify your goals, develop a financial plan based on sound advice and knowledge, implement your plan, and update your plan on a regular basis.

At Sagemark Consulting you will find the best of both worlds; the resources of a large company and the personal attention to establish a plan to help you toward achieving your financial goals.

25 Years of Experience


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General Information

Firm Start Year:   1993
Insurance License#:   LA-776741
Name of Broker/Dealer:   Lincoln Financial Advisors
States Licensed in:   NY CT FL MA
Number of Years with Current Firm:   12


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Annuity , Accident , Health , HMO , Life , Long Term Care , Variable Annuity , Variable Life
Financial Organization Memberships:   Society of Financial Services Professionals


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Education

Bachelor of Science  Central Connecticut State
-

Chartered Financial Consultant  The American College - Bryn Mawr Pennsylvania



Faqs

  • What financial institution(s) do you represent? I represent a large number of financial institutions across a broad range of products that include but not limited to mutual funds, ETFs, stocks, bonds and investment platforms that you would not be able access just walking in off the street. In addition I represent most life, annuity, disability and Long Term Care companies in the country.
  • How do you charge for your services? How I charge for my services will depend on you. During our first meeting we will uncover your wants and needs and decide on the best path for you. It could be strictly fee based, a percentage of total assets invested, commission only or a combination of these. It will depend on what fits your needs best and this will all be spelled out in our first meeting.
  • Do you provide a free initial consultation? Yes, I want to be sure that there is a good fit between us both before we decide to go into business together.
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Disclaimer

Richard Malen is a Registered Representative of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. If you do not want to receive further faxes/calls from me, please call me at 631-227-0637 or write to me at Sagemark Consulting, 105 Maxess Road, Suite 106, Melville, NY 11747.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumcumstances.

Do not leave trading instructions on this email  Please call the LFA trade desk at 1-800-237-3815.

CRN #2101666-042518

Richard Malen

Richard Malen

ChFC®


Richard Malen has been a Financial Planner with Sagemark Consulting since 2005 and has over 25 years of experience in the financial services industry.He assists individuals and business owners in making informed decisions in regard to their monetary growth and the protection of their assets, enabling them to effectively accumulate greater wealth. He is proficient in group benefits, pension design and business succession planning for businesses and business owners. For individuals, he helps people plan for wealth accumulation and retirement planning in both the accumulation phase as well as in the post retirement distribution phase. He is well versed in issues surrounding estate planning and, working with the Sagemark Consulting team, is able to handle estates of any size. Since Rich is an independent broker for both insurance and investment products he is able to get the best products suited for each individuals needs. Rich has said that "Always remember, it's not important how much money you make, it's how much you keep that's important."

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