Broker Check

Rick Bloom, CFP®, RICP®

(914) 288-8929

Team

At Strategies for Wealth, our people are our greatest asset. We believe that the respect and professionalism we demonstrate with our advisors is exponentially augmented in their work with you. Our non-linear approach to our work, coupled with our extensive experience in insurance, pension, and financial economic thought, offers you a spectrum of options based on your individual needs.
 
Education and Training:BA Accounting, Queens College (CUNY)Chartered Life Underwriter®Chartered Financial Consultant®Certified Financial Planner®Retirement Income Certified Professional®Specialized Services Offered:Personal Financial...

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