Strategies for Wealth
Nicholas Bosio is a finance professional with diverse experience across multiple sectors. Currently serving as a Finance Associate at Strategies for Wealth since July 2023, Nicholas previously worked as a Commercial Underwriting Technician at The Hanover Insurance Group from June 2021 to September 2023, where involvement in team collaboration and market trend analysis was notable. An internship at Intellagents™ allowed for contributions to the enhancement of InsurTech products, while prior roles included Assistant Manager at Heritage Chemists Pharmacy, where exceptional customer service and store management were emphasized. Additional experiences include a position in Specialty Underwriting at The Hanover Insurance Group and an internship at Desena and Sweeney LLP that honed organizational skills. Early career experience includes lifeguarding for the Town of Brookhaven. Nicholas holds a degree from the University of Hartford, obtained in 2021.
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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