Strategies For Wealth
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, 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. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-165735 Exp 12/25
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Verified contacts
200
available on Kipplo
LinkedIn employees
318
201 to 500 range
Open roles
—
no listings
Distinct roles
91
indexed titles
Tech stack
1
tools in use
Monthly traffic
730
organic / mo
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
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Tracy Everett
Recruiting Director · Human Resources
EmailPhone - LB
Lisa Bruce
Client Relationship Manager · Customer/Client Service
EmailPhone - LD
Lyle Domenitz
General Agent · Sales & Business Development
EmailPhone - AK
Aaron Kohl
Investment Advisor Representative · Finance & Accounting
EmailPhone - AC
Andrew Cregan
Financial Representative · Sales & Business Development
EmailPhone - AP
Anna Polemeni
Executive Assistant · General Business & Management
EmailPhone - AO
Annie Olaverri
Financial Representative · Sales & Business Development
EmailPhone - AR
Ariel Rodriguez
Nyc Case Manager · Customer/Client Service
EmailPhone - CH
Chris Hufferdine
Financial Representative · Sales & Business Development
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Strategies For Wealth
91 distinct titles indexed · top 10 shown.
- 41financial representative
- 19financial advisor
- 14strategies for wealth
- 12financial associate
- 11financial professional
- 6wealth management intern
- 5administrative assistant
- 5financial planner
- 4associate
- 3agent
- +81more titles
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