John Forte, John Scheidegger, Nancy Rose, and Christopher Bowens with Wealth Strategies Group provide quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 26 Century Hill Drive, Latham NY 12110 John Forte and John Scheidegger are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are not licensed in all jurisdictions. Wealth Strategies Group is not owned or operated by New York Life Insurance Company or its affiliates. Latham Office: 518-220-4242
View Top Employees from Wealth Strategies Group, Latham NYWebsite | http://www.wealthstrategiesgrp.com |
Revenue | $3 million |
Employees | 9 (9 on RocketReach) |
Phone | (518) 220-4242 |
Fax | (518) 220-4243 |
Technologies |
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Industry | Financial Services, Finance General, 401K Rollover, Finance, Annuities, Asset Protection, Succession Planning, Buy-sell Agreements, Employee Benefits, Estate Planning, LTC Insurance, Income Protection, Investments, Key Person Protection, Legacy Planning, Lifetime Income Strategies, Retirement Planning, Mutual Funds |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Wealth Strategies Group, Latham NY annual revenue was $3 million in 2024.
Alan Crouch is the Head of Performance of Wealth Strategies Group, Latham NY.
9 people are employed at Wealth Strategies Group, Latham NY.
Wealth Strategies Group, Latham NY is based in Chippenham, Wiltshire.
The NAICS codes for Wealth Strategies Group, Latham NY are [52, 5239, 52393, 523].
The SIC codes for Wealth Strategies Group, Latham NY are [62, 628].