Strategies for Wealth
Marie Routier has a diverse background in administrative support and financial services, currently serving as an Administrative Assistant at Strategies for Wealth, where responsibilities include assisting financial advisors with client accounts for life insurance and investments since September 2018. Prior experience at World Financial Group involved providing financial tools to clients and acting as a licensed insurance agent across several states. Marie also held the position of Assistant Director at State Street, overseeing staff operations, and contributed as a Senior Fund Accountant in ensuring timely cash settlements. Earlier roles at Tufts University included administrative support for both the Africana Center and Hillel Center, as well as management of the Mayer Campus Center information booth. Marie holds a Bachelor's degree in History from Tufts University.
Strategies for Wealth
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. 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. Through our unique planning process, we offer a conversation to individuals and businesses that very few firms can initiate- a conversation encompassing a 360-degree perspective on our clients’ financial picture. 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. 2020-102005 Exp. 5/22