Strategies For Wealth

Description

• Strategies for Wealth is a full service financial planning firm that has offices in Manhattan, Rye Brook, and Jericho, New York. The firm was established nearly 86 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. What We Believe: Were part of an economy that is driven by results. How much. How fast. How lasting. Our actions are often more focused on execution instead of conceptualization. As a consequence, financial decisions are usually made hastily and without regard for the overarching implications, leading to costly inefficiencies.At Strategies for Wealth, we make it our responsibility to ensure your maximum wealth potential through design. Our planning process examines every area of your financial picture, integrating each facet into a single strategy unique to your goals. We bring efficiency to your financial decisions. We eliminate costs and capture more money for you. And most importantly, were never satisfied. We keep designing to keep you happy.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 4th Floor / Suite N409 Rye Brook, NY 10573, ph# 914.288.8800. PAS is an indirect, 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. 2017-39536 Exp 4/19
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  Headquarters:120 Broadway , New York, New York, United States

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  Phone Number: +1 212-701-7900

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  Website: https://www.strategiesforwealth.com/new-york

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  Employees:224

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  Revenue:$10 - 50M

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  Legal Name:Strategies For Wealth

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• |  NAICS Code: 523930  |

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