Strategies for Wealth

Strategies For Wealth

Financial Services, 120 Broadway, New York, 10271, United States, 201-500 Employees

strategiesforwealth.com

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Who is STRATEGIES FOR WEALTH

Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was established ...

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  • 120 Broadway, New York, New York, 10271, United States Headquarters: 120 Broadway, New York, New York, 10271, United States
  • 1934 Date Founded: 1934
  • 201-500 Employees: 201-500
  • dollar-icon Revenue: $100 Million to $250 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

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Strategies for Wealth Org Chart and Mapping

Employees

Edwin Lugo

Disability Income Support Specialist

Mykole Santiago

Financial Representative

Cfp® Spencer Friedman

Financial Representative, Associate

Annie Olaverri

Financial Representative

Ricp Justine Perdomo

Registered Representative at Strategies for Wealth, the Guardian, and Park Avenue Securities

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Frequently Asked Questions Regarding Strategies for Wealth

Answer: Strategies for Wealth's headquarters are located at 120 Broadway, New York, 10271, United States

Answer: Strategies for Wealth's phone number is +19*********

Answer: Strategies for Wealth's official website is https://strategiesforwealth.com

Answer: Strategies for Wealth's revenue is $100 Million to $250 Million

Answer: Strategies for Wealth's SIC: 6282

Answer: Strategies for Wealth's NAICS: 523930

Answer: Strategies for Wealth has 201-500 employees

Answer: Strategies for Wealth is in Financial Services

Answer: Strategies for Wealth contact info: Phone number: +19********* Website: https://strategiesforwealth.com

Answer: Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was established 89 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-165735 Exp 12/25

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