Professional Highlights:
New York Life Agent 40 Years
NAIFA Member40 years
Who's Who in Executives and Professionals (2000, 2001)
Life and Qualifying Member of Million Dollar Round Table*
New York Life Quality Council Award**- 1983-1984, 1986-1987, 1993, 1998, 2019, 2020, 2021
New York Life Executive Council Award**- 1982, 1985, 1992, 2000-2001, 2005-2006, 2010-2014
New York Life Premier Executive Council**- 2008-2009
New York Life President's Council**- 2007, 2015
A member of the 2010-2011 New York Life Agent Advisory Council
A member of the 2017 New York Life Agents Worksite Advisory Council
I am also a registered representative through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency and securities licensed in the states of FL, GA, NC, PA, IL, VA, WV and NY and can offer a wide variety of financial products to residents in these states.
The principal owner of Amato Financial Services, proud to offer New York Life, I have been serving the people of Western Pennsylvania for the past three decades. I am a graduate of Duquesne University class of 1979. We are proud of the long lasting relationships we have developed over the years with many of our clients and some whom have become very good friends.
Our holistic approach in accessing our clients needs go beyond insurance and investment products. We analyze our client's entire situation and proceed to help them through many aspects of preparation. Whether it is consolidating debt, education planning, estate planning, tax strategies1, elder care planning, we have the ability to refer our clients to advisors that are well respected in their industry.
I believe that a sucessful advisor is one who:
Can assess a family, business or individual need
Can help educate clients about the avenues and opportunities available to meet that need
Can help provide them the freedom neccessary for good decision making. Of utmost importance, is the ability to listen and understand each individual situation.
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
**Council is an annual company recognition program based on agent production from July 1- June 30.
1Neither Amato Financial Services, its employees nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.