Rick Bloom

Background

About Rick Bloom

I help people approaching retirement in the tri-state area by making sure this journey to an amazing part of their life has a "failure is not an option" clause! I aim to help them have their dream retirement realized.they can then leave behind their fears of outliving their money.which leads to an extremely satisfying, worry-free and happy life. If there is a fork in the road to retirement, you don't want to make a mistake and take the road to a so-so retirement - you want to choose the road that will let you empower yourself and provide for the people you love. 914-288-8929 rbloom@strategiesforwealth.com Rick joined Strategies for Wealth in 2007, following 9 years as a financial planner at Tri-State Financial in Tarrytown. This followed 7 years as an agent for the Paul Revere Life Insurance Company, also in Tarrytown. His financial planning practice focuses on providing insurance, investment, retirement and estate planning services to professionals, business owners and executives. Rick has demonstrated his commitment to the highest level of professional knowledge and ethics by earning his CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Financial Consultant®, and Chartered Life Underwriter® designations. Rick has a BA in Accounting from Queens College, New York./COMPLIANCE:2024-563/