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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.

Find Wealth Strategies Group, Latham NY employees' phone numbers or email addresses

Wealth Strategies Group, Latham NY Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

Wealth Strategies Group, Latham NY's Leadership

  • President at Wealth Strategies Group, Latham NY
    C. C.
    President
    Mobile Phone
  • Executive Assistant To Chief Executive Officer at Wealth Strategies Group, Latham NY
    S. C.
    Executive Assistant To Chief Executive Officer
    Mobile Phone
  • Owner at Wealth Strategies Group, Latham NY
    M. G.
    Owner
    Mobile Phone
  • Wealth Manager at Wealth Strategies Group, Latham NY
    A. A. M.
    Wealth Manager
    Mobile Phone
  • Office Manager at Wealth Strategies Group, Latham NY
    J. S.
    Office Manager
    Mobile Phone
  • Client Relations Manager at Wealth Strategies Group, Latham NY
    J. L.
    Client Relations Manager
    Mobile Phone
  • Office Manager For John Whalen at Wealth Strategies Group, Latham NY
    K. W.
    Office Manager For John Whalen
    Mobile Phone
  • Registered Branch Principal And Investment Sales Specialist at Wealth Strategies Group, Latham NY
    R. F.
    Registered Branch Principal And Investment Sales Specialist
    Mobile Phone

Wealth Strategies Group, Latham NY Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Wealth Strategies Group, Latham NY

Name
Title
Contact
Location
Last Update
  • Administrative Assistant at Wealth Strategies Group, Latham NY
    C. G.
    Administrative Assistant
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Wealth Strategies Group, Latham NY
    C. L.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Finacial Advisor at Wealth Strategies Group, Latham NY
    D. J.
    Finacial Advisor
    Mobile Phone
    Jun 08, 2026
  • Financial Specialist at Wealth Strategies Group, Latham NY
    E. P.
    Financial Specialist
    Mobile Phone
    Oct 18, 2024
  • Financial Specialist at Wealth Strategies Group, Latham NY
    G. C.
    Financial Specialist
    Mobile Phone
    Oct 18, 2024
  • Insurance Agent Life Health And Incident at Wealth Strategies Group, Latham NY
    G. G.
    Insurance Agent Life Health And Incident
    Mobile Phone
    Oct 17, 2024
  • Chair at Wealth Strategies Group, Latham NY
    I. G.
    Chair
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Wealth Strategies Group, Latham NY
    J. O.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Administrative Assistant at Wealth Strategies Group, Latham NY
    J. C.
    Administrative Assistant
    Mobile Phone
    Oct 16, 2024
  • Project Engineering Intern at Wealth Strategies Group, Latham NY
    J. G.
    Project Engineering Intern
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Wealth Strategies Group, Latham NY known for?

Minus sign iconPlus sign iconWealth Strategies Group, Latham NY operates in the Financial Services industry. You can contact Wealth Strategies Group, Latham NY's 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?

Minus sign iconPlus sign iconWealth Strategies Group, Latham NY employees' email format typically follows the pattern of First.Last@wealthstrategiesgrp.com. 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?

Minus sign iconPlus sign iconWealth Strategies Group, Latham NY has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • President: C. C.
  • Executive Assistant To Chief Executive Officer: S. C.
  • Owner: M. G.
  • Wealth Manager: A. A. M.
  • Office Manager: J. S.

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