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Mike Mandracchia

Retirement Plan Consultant & Financia... at TRG Investment Advisors, LLC
Intro Book
Seasoned retirement planning expert delivering fiduciary stewardship and wealth management services.
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Location
Brattleboro, Vermont, United States, US
Skills
  • Retirement Planning
  • Wealth Management
  • Portfolio Management
  • Financial Planning
  • Investments
  • Show all
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Bio

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Mike Mandracchia is a seasoned retirement planning and wealth management expert with 19+ years of experience, offering fiduciary stewardship, investment selection, and individualized risk evaluation services. He is a certified Accredited Investment Fiduciary and has worked with various organizations, including TRG Investment Advisors, LLC, and The Richards Group.

Credentials

  • Accredited Investment Fiduciary - fi360 Center for Fiduciary Excellence
    -

Experience

  • TRG Investment Advisors, LLC
    • Brattleboro, Vermont, United States
    • Retirement Plan Consultant & Financial Advisor
      • Aug 2021 - Present
      • Brattleboro, Vermont, United States

      As fiduciaries our sole responsibility is to act in our client’s best interest. Our two areas of focus are retirement plan consulting and individual wealth management. TRG Investment Advisors, LLC is a wholly owned subsidiary of The Richards Group, an independently owned firm serving clients in V...

  • TRG/The Richards Group
    • Brattleboro, Vermont
    • Financial Advisor
      • 2005 - Present
      • Brattleboro, Vermont
  • The Brattleboro Savings & Loan
    • Brattleboro, Vermont
    • Senior Loan Officer
      • Mar 2001 - Jul 2005
      • Brattleboro, Vermont
  • KeyBank
    • Brattleboro, Vermont
    • Senior Relationship Manager
      • Jul 1996 - Feb 2001
      • Brattleboro, Vermont
  • Citi
    • Greater New York City Area
    • Senior Relationship Manager
      • Apr 1980 - Jun 1996
      • Greater New York City Area

Education

  • Queens College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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