Broker Check

In The News


Retirement is No Time to Coast Featuring Michele Lee Fine

Hispanic Career World Featuring Ed Ayala

How SEC’s New ‘Reg BI’ Rule Impacts Your Retirement Investments Featuring Michele Lee Fine

How to Make Your Retirement Savings Last Featuring Michele Lee Fine

18 Important Lessons Financially Savvy Parents Teach Their Kids About Money Featuring Chet Schwartz

Consider These Three Strategies If Second Stimulus Funds Arrive Featuring Michele Lee Fine

Smart Financial Moves to Prepare for the Birth of a Child Featuring Rosanna Guardavaccaro

10 Reasons Why Talking to Kids About Money is More Important Than Ever Featuring Rosanna Guardavaccaro

Here’s How The 401(k) Fiduciary Dispels The “This Is Retirement?” Corona-Quarantine Fear Featuring Michele Lee Fine

Scary Mommy Interview with Jeannie Jackson on Unexpected Medical Costs

Scary Mommy Interview with Rosanna Guardavaccaro on The Hidden Cost of Childcare

7 Benefits of a Prenup Featuring Michele Lee Fine


Yahoo Finance Featuring Rosanna Guardavaccaro

Hispanic Executive Magazine - Ed Ayala

Tips for Millennial Homebuyers Featuring Andy Ward

Negocias Now "Latinos 40 Under 40" - Iván Watanabe

InvestmentNews Names Strategies for Wealth a 2019 Best Place to Work for Financial Advisors

Employee Benefit Adviser Featuring Vidal Peoples

A Newfound Purpose

Adapting to a Changing World with Marty Nachemson

Opploans - Emergency Funds Are Important: Here’s How to Start Building One


Westchester County Business Journal Faces of Finance

The Rhode Show - Andy Liss & Michael Guertin


Vincent M. D’Addona, Elected to Estate Planning Hall of Fame

Craig Katz Receives Agency Builder Award

Randy Fine Appointed President of Guardian's Executive Committee of the Leaders Club

Joseph Long Named a 2017 Rising Star by The Business Council of Westchester


Strategies for Wealth Names New Partner - Lyle Domenitz

Westchester County Business Journal Names Strategies for Wealth "Over 50 & Fabulous"

Strategies for Wealth Named a Top Workplace by The Journal News


Strategies for Wealth Named One of Crain's Best Places to Work

InvestmentNews - Anthony Domino, Jr.


Women in Business - Michele Lee Fine


WSJ - Elite Advisor, Michele Lee Fine

Crain's New York Business - Breaking Barriers at Guardian Life

LifeHealthPro - 20 Women in Insurance You Need to Know