Strategies For Wealth

About Louis:

Louis was born and raised in North Massapequa, New York. As a dual-sport scholar-athlete at Farmingdale High School, he was also actively involved in mentoring young students. Louis moved on to Lehigh University. After graduating with High Honors in 2007, he joined Merrill Lynch’s CFO-Risk Analyst program. Louis joined Strategies for Wealth in 2009 after hearing the uncommon message that our firm delivers to our clients. In his free time, he enjoys working out and staying active in his community.

Personal Statement:

“By taking a comprehensive, complete look at your financial world, we are able to
co-create various strategies that build and protect wealth, at no additional cost or risk to the client. Our goal is to eliminate common financial inefficiencies in your world.”

Personal Services Offered:

Retirement Planning
Life Insurance
Disability Insurance
Estate Planning

Business Services Offered:

Employee Benefits/Pension Planning
Group Health
Business Succession Planning
Buy Sell Agreements

Education and Training:

Lehigh University, BS Finance (2007)

Community, Charitable, or Professional Organizations:

Lehigh Club of New York

States Licensed To Conduct Insurance Business In:

New York

URL:

http://strategiesforwealth.com/