Nicholas Maida
Managing Member at Legacy Squared, LLC
Nicholas Maida's Professional Contact Details
Email (Verified)
Mobile Number
HQ
+1-203-701-0284
Location
Milford, Connecticut
Company
Nicholas Maida's Current Company Details
Our firm specializes in Investment Management, and Financial Planning. Client funds are custodied at Charles Schwab and Co., Inc. We are partnered with Litman/Gregory, a world class investment and research fi...
Our firm specializes in Investment Management, and Financial Planning. Client funds are custodied at Charles Schwab and Co., Inc. We are partnered with Litman/Gregory, a world class investment and research firm, for the benefit of our clients. Each of our model portfolios has in Investment Policy Statement that includes a "loss threshold". This is in place because, over our 30+ years in this business, we have found it is more difficult to recoup significant losses than to make money in healthy market conditions. So, we pay extraordinary attention to the preservation of client principle.
ira planning is a particular strength trusts
etc this facilitates plan execution
our firm coordinates your team members attorney
distributions
stretch iras
etc are areas of our expertise
accountant
net unrealized accumulation
etc this facilitates plan execution & ira planning is a particular strength trusts
investment management
financial services
Nicholas Maida's Work History and Education
Others Named Nicholas Maida
Associate at Booz Allen Hamilton
Saint Catherine of Siena Medical Center at Catholic Health
Auditor at State of New Jersey
Process Supervisor of Manufacturing Quality Engineering at American Regent, Inc.
Frequently Asked Questions about Nicholas Maida
What company does Nicholas Maida work for?
Nicholas Maida works for Legacy Squared, LLC.What is Nicholas Maida's role at Legacy Squared, LLC?
Nicholas Maida's role at Legacy Squared, LLC is Managing Member.What is Nicholas Maida's email address?
Nicholas Maida's email address is n**@legacysquared.com.What is Nicholas Maida's business email address?
Nicholas Maida's business email address is n**@legacysquared.com.What is Nicholas Maida's HQ phone number?
Nicholas Maida's HQ phone number is +1-203-701-0284.What industry does Nicholas Maida work in?
Nicholas Maida works in the Investment Management industry.Prospect on LinkedIn
Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download Extension
"We love the interface, the experience, and most importantly… the results."
Erik Straub
Chief Marketing Officer, Kickfurther
"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."
Michael Transon
CEO, Victorious
Ready to try it out?
Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.