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True Success Radio with Daniel J. Friedman


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Wealth Management Group of NA, LLC was established in 1995 for busy individuals and business owners, who were interested in saving time, making smart choices with their money, and who preferred to have one team of professionals handle all aspects of their financial decisions. We take a complete look at our clients’ financial well-being by developing a personalized plan that focuses on tax reduction strategies, sustainable income for their Restylement™, wealth preservation, and the proper transfer of wealth to future generations. WMGNA clients are successful individuals and business owners, and their families, who lead a busy, fulfilling life. Our team has the experience and knowledge to ease your stress, save you time, and help you achieve a financially independent future by applying The Power of True Success™. Disclosure – Securities and advisory services offered through Triad Advisors, Inc., Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through Wealth Management Group of North America, LLC (WMGNA), a Registered Investment Advisor. WMGNA and Triad Advisors, Inc. are separate and unrelated companies.

On-Demand Episodes

WMGNA, LLC's CEO Daniel Friedman will interview President of Stewart Staffing Solutions Earle Lerner Topics Include: Business Skills Gap and What Some are Doing to Combat this Problem Attracting Young Employees... more

Daniel J. Friedman, CEO of WMGNA and Alex Medvedovski of Family Travel Concierge will discuss the latest deals and trends in Travel. Many people have a misconception that concierge service costs too much. What would you say to... more

Daniel J. Friedman, CEO of WMGNA, LLC and Evan Berman of William Raveis Broder Group: Northeast selling season Preparation of homes for selling Are technology apps like Zillow always accurate What are some secrets to... more

Daniel J. Friedman, CEO of WMGNA, LLC and Stephen Allaire of Allaire Elder Law help with tips to help aging loved ones including: What are the warning signs help may be needed? When is a power of attorney appropriate? How to... more

Daniel J. Friedman of WMGNA, LLC in Farmington CT will be joined by Chris Elliot from Adams Samartino in Bristol CT to discuss the "IRS "Dirty Dozen" tax scams of 2016.

Daniel. J. Friedman, CEO of WMGNA, LLC at 10 Talcott Notch Rd. Suite 103 in Farmington CT Stefanie Arcangelo, Chief Communications Officer for The American Red Cross in Farmington, CT

Advantage vs.Supplement Plans Perfect Candidates for Each Plan Penalties for Late Filing Is There a Cost for Seeing a Specialist? Coverage for Life Threatening Diseases State Subsidies Depending on Income Income Tiers and Tax Planning... more

Please join us for a conversation with William Morris from H.D Segur Insurance Agency about numerous Insurance related topics including: Carrier Choice One Carrier for Multiple Properties in Multiple States Limits on Liability Travel and... more

This episode will feature: Dan Friedman, CEO of WMGNA Chris Elliot, CPA at Adams Samartino & Company PC Topics will include: Section 179 and bonus depreciation for small business in our community Utilizing 529 plans to create... more

Join us with guest speaker, Tom Ammons, CPA/PFS, CLTC, President of Affinity Advantage Financial, as we talk about managing your health care expenses in retirement. The following topics will be covered: Medicare Enrollment Medicare... more
Show Extras