Strategies for Wealth is a comprehensive financial services firm, with offices in NYC, Westchester & Long Island, that is able to offer individuals, as well as small or medium-sized business, something very few firms can - 360-degree view of their financial world. Our diversified staff of over 170 financial professionals, with a support team of over 100, offers clients investment services and estate, insurance, and retirement planning. Strategies for Wealth offers a vibrant, energetic environment and is considered the absolute best by industry peers - the benchmark by which other firms measure themselves.
We are THE leading agency of The Guardian Life Insurance Company
5-year retention rate for new associates is 70% versus the industry average of 13%
Winner Guardian's President Cup Award(most prestigious award you can receive at The Guardian) - 2003, 2009, 2013 and 2016
GA Emeritus, Ron Rosbruch, was inducted into the GAMA Hall of Fame