What departments does Wealth Strategies Group, Latham NY have?

Wealth Strategies Group, Latham NY has employees across 8 departments including Administrative, Sales, Information Technology, Finance, Healthcare Services.

What is the largest department at Wealth Strategies Group, Latham NY?

The largest department at Wealth Strategies Group, Latham NY is Finance with 11 employees.

Where are Wealth Strategies Group, Latham NY employees located globally?

Wealth Strategies Group, Latham NY has employees across 2 continents and 2 countries including Austria, United States Of America.

How has Wealth Strategies Group, Latham NY's team size changed over time?

Wealth Strategies Group, Latham NY's team has remained stable from approximately 1 to 1 employees based on available data.

Wealth Strategies Group, Latham NY Employee Directory

Financial ServicesNew York, United States0-1 Employees

Wealth Strategies Group, based in Latham, New York, operates within the financial services industry, providing a range of insurance and financial planning offerings to individuals and businesses. The team emphasizes strategies for college funding, retirement planning, extended care cost management, and lifetime income, supported by licensed products through partners such as New York Life Insurance Company and NYLIFE Securities LLC. The firm also holds affiliations with Eagle Strategies LLC, offering advisory services through a registered investment adviser framework, which broadens the scope of financial guidance available to clients.

Wealth Strategies Group, Latham NY Global Highlights

North America
38

United States Of America
38

Europe
1

Austria
1

Wealth Strategies Group, Latham NY's Leadership

C. C.
President
Mobile Phone
Email
S. C.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
M. G.
Owner
Mobile Phone
Email
J. K.
Senior Managing Director
Mobile Phone
Email
A. A. M.
Wealth Manager
Mobile Phone
Email
J. S.
Office Manager
Mobile Phone
Email
J. L.
Client Relations Manager
Mobile Phone
Email
K. W.
Office Manager For John Whalen
Mobile Phone
Email

Wealth Strategies Group, Latham NY Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Wealth Strategies Group, Latham NY

Name

Title

Contact Info

Location

Last Update

C. C.
President
Mobile Phone
Email
Oct 22, 2024
M. G.
Owner
Mobile Phone
Email
Oct 24, 2024
S. C.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
J. K.
Senior Managing Director
Mobile Phone
Email
Oct 16, 2024
A. A. M.
Wealth Manager
Mobile Phone
Email
Oct 23, 2024
J. S.
Office Manager
Mobile Phone
Email
Oct 17, 2024
J. L.
Client Relations Manager
Mobile Phone
Email
Oct 17, 2024
K. W.
Office Manager For John Whalen
Mobile Phone
Email
Oct 21, 2024
R. F.
Registered Branch Principal And Investment Sales Specialist
Mobile Phone
Email
Oct 17, 2024
J. F.
Wealth Strategies Group
Mobile Phone
Email
United StatesNew York
May 29, 2026

Frequently Asked Questions

What is Wealth Strategies Group, Latham NY known for?

Wealth Strategies Group, Latham NY operates in the Financial Services industry. The company's main headquarters is located in Latham, New York United States; you can contact the main corporate office by phone at

+1-518-220-****

. Explore Wealth Strategies Group, Latham NY's company overview page for more information.

What is Wealth Strategies Group, Latham NY's most common email format?

Wealth Strategies Group, Latham NY employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Strategies Group, Latham NY email formats with LeadIQ.

How many employees does Wealth Strategies Group, Latham NY have currently?

Wealth Strategies Group, Latham NY has approximately 1 employees as of April 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Wealth Strategies Group, Latham NY's key employees and leadership?

As of April 2026, Wealth Strategies Group, Latham NY's key employees include:

President: C. C.
Executive Assistant To Chief Executive Officer: S. C.
Owner: M. G.
Senior Managing Director: J. K.
Wealth Manager: A. A. M.

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Wealth Strategies Group, Latham NY Employee Directory

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