Jonathan Adler Email & Phone Number

Rye Brook And New York

I joined Strategies for Wealth after being a client myself. Over the last 15+ years I've been able to bring an uncommon perspective to my client's financial well being. 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. CA Insurance License #0G24487.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 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. 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.

White Plains, New York

I founded Total Communications with the goal of providing outstanding front and back office communication technology to the medical community. We started with a staff of five well trained employees and twelve medical offices willing to give us a shot. Four years later, our company grew to thirty employees serving almost 1000 physicians across hundreds of medical offices, hospitals, emergency and ancillary services. I'm thankful for everything I learned - all the ups and the downs of creating, running and selling a successful business.