Strategies for Wealth

Q: What is Strategies for Wealth's company size?

Strategies for wealth has 201 - 500 people working.

Financial Services

Specialities :

Business and estate planning

Risk management analysis

Executive compensation

Employee benefits

Corporate retirement services

Revenue

11M - 100M

Total Funding

Size

201 - 500

About Us

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, ...

Contact Information

New York , New York , United States

howard_cohen@strategiesforwealth.com

strategiesforwealth.com

Strategies for Wealth Org Chart

Strategies for Wealth

(Financial Services)

201 - 500

Ellen Burke

Personal Chief Financial Officer

View Email

View Contact

Employees

Total Employees:
129

Top Contacts:
2

C-Level 0	VP - Level1
Director-	Manager1
Others139

Employees Working At Strategies for Wealth

Ellen Burke

Personal Chief Financial Officer

Meghan Aversano

Recruiting Director

Lisa Bruce

Client Relationship Manager

Sakshi Sahijwani

Investment Operations Associate

Beverly Gandy

Administrative Assistant

Strategies for Wealth Email Formats

Structure	Email Format
<f><last>@	Smith@strategiesforwealth.com
<first>@	John@strategiesforwealth.com
<first>_<last>@	John_Smith@strategiesforwealth.com
<last>_<first>@	Smith_John@strategiesforwealth.com
<first>.<last>@	John.Smith@strategiesforwealth.com

Buyer Intent

Pain Points	Locations	Technologies
Build & Release	Jericho, NY	communication, integrity, financial, presence, operations, client service
Build & Release	New York, NY	communication, integrity, financial, compliance, protection, collaboration, operations
Build & Release	New York, United States	financial, natural
Build & Release	Rye Brook, NY	financial, k
Database Administration	Jericho, NY	communication, integrity, financial, presence, operations, client service

Trigger

Tech Stack Used By Strategies for Wealth

A quick view of products employed by Strategies for Wealth

Azure

Access

Beacon

Excel

Fame

List of technologies used by Strategies for Wealth

Client service

Collaboration

Communication

Compliance

Customer service

Languages Used By Strategies for Wealth

K Natural

OS Used By Strategies for Wealth

Integrity

Jobs at Strategies for Wealth

Hiring 2024-02-29 15:06:11

Office Administrator

New York, NY

Part Time Office AdministrationAbout The JobJob Title: Part Time Office Administrative Location: ...

Hiring 2024-04-17 19:04:24

Financial Representative

Rye Brook, NY

Financial RepresentativeStrategies for Wealth main offices: 437 Madison Ave, NY, NY and Rye Brook...

Hiring 2024-02-29 07:57:59

Financial Advisor

New York, United States

Do you like to make money, have fun and help people create and protect wealth? Do you like buildi...

Hiring 2024-02-29 07:57:59

Financial Advisor

New York, United States

Do you like to make money, have fun and help people create and protect wealth? Do you like buildi...

Hiring 2024-01-10 07:24:10

Financial Advisor

New York, United States

Do you like to make money, have fun and help people create and protect wealth? Do you like buildi...

Hiring 2024-04-17 19:04:24

Financial Representative

Rye Brook, NY

Financial RepresentativeStrategies for Wealth main offices: 437 Madison Ave, NY, NY and Rye Brook...

Hiring 2024-02-29 07:57:59

Financial Advisor

New York, United States

Do you like to make money, have fun and help people create and protect wealth? Do you like buildi...

Hiring 2024-02-29 15:06:11

Office Administrator

New York, NY

Part Time Office AdministrationAbout The JobJob Title: Part Time Office Administrative Location: ...

Frequently Asked Questions About Strategies for Wealth

What does Strategies for wealth do?+

What are Strategies for wealth's specialties? +

Business and estate planning,risk management analysis,executive compensation,employee benefits,corporate retirement services,business succession planning,life insurance,investments,and corporate financial education planning