Strategies for Wealth Email Formats
Financial Services • 
Manhattan, New York, United States • 201-500 Employees
Strategies for Wealth Email Formats
Strategies for Wealth uses 5 email formats. The most common is {first name}_{last name} (e.g., john_doe@strategiesforwealth.com), used 29.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}_{last name} | john_doe@strategiesforwealth.com | 29.5% |
{first initial}_{last name} | j_doe@strategiesforwealth.com | 26.2% |
{first initial}.{last name} | j.doe@strategiesforwealth.com | 21.3% |
{first initial}{last name} | jdoe@strategiesforwealth.com | 8.2% |
{first name}.{last name} | john.doe@strategiesforwealth.com | 8.2% |
Key Contacts at Strategies for Wealth
Tracy Everett
Recruiting Director
Lindsay Wolfer
Managing Director
Andrew Harman
Managing Director
Lisette Gorra
Recruiting Director
Bob Beckett
Owner
Marie Williams
Director
Company overview
| Headquarters | 437 Madison Avenue, 29th Floor, New York, NY 10022, US |
| Phone number | +19142888800 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Business Succession Planning, Employee Benefits, Executive Compensation, Life Insurance, Risk Management Analysis, Business And Estate Planning, Corporate Retirement Services, Corporate Financial Education Planning |
| Founded | 1934 |
| Employees | 201-500 |
| Socials |
About 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
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Strategies for Wealth has 154 employees across 9 departments.
Departments
Number of employees
Funding Data
Strategies for Wealth has never raised funding before.
Strategies for Wealth Tech Stack
Discover the technologies and tools that power Strategies for Wealth's digital infrastructure, from frameworks to analytics platforms.
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