Wealth Strategies Group, Latham NY Employee Directory

Financial ServicesNew York, United States0-1 Employees

John Forte, John Scheidegger, Nancy Rose, and Christopher Bowens with Wealth Strategies Group provide quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 26 Century Hill Drive, Latham NY 12110 John Forte and John Scheidegger are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. John Forte, John Scheidegger, Nancy Rose, and Chris Bowens are not licensed in all jurisdictions. Wealth Strategies Group is not owned or operated by New York Life Insurance Company or its affiliates. Latham Office: 518-220-4242

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

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
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
R. F.
Registered Branch Principal And Investment Sales Specialist
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

M. S.
Financial Advisor And Certified Business Exit Planner
Mobile Phone
Email
Oct 22, 2024
R. B.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024
R. F.
Financial Professional
Mobile Phone
Email
Oct 21, 2024
S. W.
Financial Professional
Mobile Phone
Email
Oct 24, 2024

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 February 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 February 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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