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Mullooly Asset Management

Mullooly Asset Management

Fiduciary Fee-Only Financial Planner | Investment Advisor in Wall, NJ

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Getting Started With Mullooly Asset Management Video

July 22, 2013 by Thomas Mullooly

 

In this week’s Mullooly Asset Management video, Tom and Brendan discuss getting started with Mullooly Asset Management. Whenever a new client decides to transfer their accounts to Mullooly Asset they tend to have questions about the process. Tom thought it would be helpful to outline the simple process here on the website so that everybody could see how easy it really is.

Mullooly Asset Management is committed to making money for our clients. One way that we do this is by keeping investing costs low. This means that we work with discount brokerage firms to buy and sell investments. Tom explains that most clients have accounts with either TD Ameritrade or Charles Schwab, but they can use other discount brokers as well.

There are different processes involved when it comes to changing your investment advisor or broker. Tom outlines the processes involved with transferring brokerage accounts, mutual funds, annuities, and retirement accounts in this video. None of these processes are lengthy, and most will be completed within 5-7 business days maximum. Getting started with Mullooly Asset Management is not a complicated process, and this video should help drive that point home.

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Filed Under: Asset Management, Videos Tagged With: annuities, mutual funds

About Thomas Mullooly

Thomas Mullooly is owner and founder of Mullooly Asset Management, Inc. In 2002 Tom opened Mullooly Asset Management, a fee-only investment advisory firm. As an investment advisor, and not a broker, Tom works strictly for his clients. With the help of point and figure charting, Tom builds a realistic game plan for clients.

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2052 NJ-35, Suite #203
Wall Township, NJ 07719
Phone: (732) 223-9000
Fax: (732) 223-9600
Email: support@mullooly.net

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