John C. Ross Email & Phone Number

My approach is straight-forward.I strive to re-imagine conventional financial wisdom with something bolder. When your financial strategies break free from convention, extraordinary results can happen.It is my mission to help you reach your wealth potential. As your financial advisor, my planning process examines every area of your financial picture, integrating each facet into a comprehensive strategy unique to you. We work together to bring efficiency to your financial decisions. We aim to reduce risk, reduce costs, and help you have more wealth and more protection against the threats to your wealth. But it doesn’t stop there. I check and recheck your progress and performance at every turn. And I am continuously innovating, researching, and investing in incremental improvements and strategies so that you will always be at the forefront of current financial design.I specialize in insurance and financial planning services for:- Affluent families and individuals- Small business owners- Professionals- RetireesTo explore working with me, please call #1-914-288-8834, or e-mail me at jross@strategiesforwealth.com.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies For Wealth is not an affiliate or subsidiary of PAS or Guardian.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. Neither Guardian nor its subsidiaries issue Health Insurance.CA Insurance License #0E72326/COMPLIANCE:2024-1956/

Listed skills include Wealth Management, Life Insurance, Disability Insurance, Insurance Planning, and 9 others.

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  Financial Specialist

  Strategies For Wealth

  Sep 1995 - Present - Greater New York City Area

  Innovative, sophisticated solutions for accumulating, managing, distributing, and preserving wealth.Core services offered:Personal Financial PlanningFamily Business PlanningInsurance PlanningInvestment ManagementRetirement Income StrategiesWealth Preservation StrategiesCollege Education StrategiesLife InsuranceDisability InsuranceHealth InsuranceLong-term Care InsuranceGroup Benefit PlansEstate PlanningBusiness Succession PlanningBuy-Sell AgreementsFee-based PlanningTo explore working with me, please call #1-914-288-8834, or e-mail me at jross@strategiesforwealth.com.