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Strategies for Wealth

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Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York as well as throughout the New England area. The firm was established 85 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Ou... Read more

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Headquarters

New York, United States

Employees

Links

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Managing Director

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Peter J. Holmes

Managing Director—protection Specialist

Chief Development Officer

Jeffrey Gambuzza

Chief Compliance Officer & Agency Control Officer

Director Of New Business

Director Of Marketing

Investment Specialist

Director Of Investments

Associate General Agent

Associate General Agent

Financial Professional

First VP Of Group Health Care/ Financial Strategist

Financial Specialist

Meghan Aversano

Recruiting Director

Recruiting Director

Financial Advisor At Strategies For Wealth

Financial Representative

Financial Representative

Jessica Sadacca

Financial Representative

Financial Representative

Financial Representative

Financial Representative, Cfp®, CPA

Partner

Financial Representative

Financial Advisor

Matthew Spergel

Financial Representative

Executive Assistant

Teams

Financial Advisory Team

47 people · 0 jobs

Financial Services Team

11 people · 0 jobs

Recruiting Team

4 people · 0 jobs

Financial Strategy and Operations

3 people · 0 jobs

Leadership Team

4 people · 0 jobs

Offices

HQ
48 positions, 0 job posts
JR
+44

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