Broker Check


50 Jericho Quadrangle, Suite 301
Jericho, NY 11753-2717

Monday-Friday: 8am – 5pm
Saturday & Sunday: By Appointment

Phone: 516-682-2500
Fax: 516-682-2533

Contact Us

Jericho is a town within Nassau County on Long Island in New York. Jericho is within close proximity to New York City by car and by way of the Long Island Rail Road, the transportation of choice for millions of commuters each year.

Residents benefit from a small-town suburban atmosphere within a stone’s throw from the hustle and bustle of urban life. With great restaurants, cafes and a variety of outdoor recreation options to choose from, Jericho is a terrific place to call home. It’s also a wonderful place to call home for us.

Protecting your current financial situation and planning for your future can be stressful, which is why our Strategies for Wealth Jericho team of financial advisors, insurance professionals and wealth managers take the time to assuage your concerns, answers your questions, and affirm our commitment to helping you achieve financial balance.

Strategies for Wealth professionals greatly appreciate our extended Jericho family; the newlyweds building a portfolio, the Mom and Pop small business looking to grow, the parents worrying how they will afford to send their child to college, the pre-retiree eager to start her second act. Your dreams are what fuel us to put you in the best possible position for success.

Strategies for Wealth offers a suite of protection and growth products and services including whole and term life insurance and disability insurance, retirement planning, wealth management, investment services, estate planning, business planning, succession planning, key person planning, and more.

Strategies for Wealth works closely with tremendous organizations like New York Cares, NYU Cancer Institute, and Memorial Sloan Kettering. Visit our Community Involvement page for a current list of partnerships.

To schedule an appointment with a Strategies for Wealth associate, please email or call us at or 516-682-2500.

Contact our Jericho team

Thank you! Oops!