Broker Check

Strategies for Wealth Named a 2019 Best Place to Work for Financial Advisors by Investment News

| April 02, 2019
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Strategies for Wealth holds an annual awards lunch to honor employees and staff members for their achievements, and offers a “company day” where advisers and staff members take part in team- building activities. Past activities have included volunteering with New York Cares and Habitat for Humanity.

The firm sponsors ice cream socials on Fridays in summer and an annual holiday party during the workday, at “a cool venue” in NYC. It also provides weekly education on financial planning.

- Brittney Grimes

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