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 Joseph D. Biegel
800 Westchester Avenue, N-409
Rye Brook, New York 10573 T 914-288-8983 F 914-288-8803 140 Broadway, 22nd Floor New York, NY 10005 212-701-7900  Email jbiegel@strategiesforwealth.comPublications |
Joseph D. Biegel - CFP®
Education and Training:
B.A. – Johns Hopkins UniversityJ.D. – George Washington University Law Center States Licensed to Conduct Business In:
Series 6, 7, 63, 65, Life & Health licensedNew York, Connecticut, New Jersey, Maryland, Washington D.C., Virginia, Delaware and Florida About Me:
Joe spent over 20 years at large financial services corporations where he was responsible for complex multi-billion dollar transactions. He then joined a unique wealth advisory firm in his hometown that had been his financial advisor for many years and had helped maximize the efficiency and effectiveness of his family's financial decision making and their overall financial situation. Subsequently, Joe and his family fulfilled a lifelong dream of moving to the New York City area, and Joe continued his work by joining Strategies for Wealth.When Joe first came into this business, he suspected that there were many out there who had wealth or the potential for wealth to protect, grow and be able to use as fully as possible but were not doing all that was necessary toward that end. After several years in the business, his suspicions have been confirmed many times over - most people are operating on no advice, uninformed advice, generic advice and/or advice that's not integrated or comprehensive. At Strategies for Wealth, Joe is able to help clients counteract all these weaknesses, working with individuals, families and business owners. He does that through the use of a proprietary economic model and a related technology tool aimed at organizing and integrating every aspect of his clients' financial world. He then helps them make choices about financial products and services based on facts and strategies, rather than sound bites put out by the media and financial "entertainers". Joe is a regular columnist for the Westchester Business Journal and is proud to have been named for three consecutive years in the Westchester Magazine list of "Five Star Wealth Managers". Joe’s new book, Your Money- Uncommon Insights (Infinity Publishing, 2011), is available via Amazon.com, BarnesandNoble.com., and BuyBooksontheweb.com. URL: http://strategiesforwealth.com/joseph_dbiegelJoseph Biegel is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite 409, Rye Brook, NY 10573, 914.288.8800. Securities products/services and advisory services are offered through PAS a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Strategies for Wealth is an agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA/SIPC. www.finra.org |
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