Strategies For Wealth

About Me:

Jack Brandon is a Field Representative of The Guardian Life Insurance Company of America and a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). His business background includes over 20 years in the media/communications industry. He is a graduate of Wesleyan University and holds a Masters of International Affairs and an MBA from Columbia University. Jack lives in Chappaqua, New York.

“I invite you to invest some of your time in a brief introductory meeting to explore the ways in which I can bring value to your world."

Education and Training:

BA Wesleyan University, Middletown, CT 1977
MIA Columbia University, New York, NY 1980
MBA Columbia University, New York, NY 1982

Specialized Services Offered:

Personal Planning -
Wealth Maximization
Retirement Planning
Education Funding
Life Insurance Planning
Disability Insurance
Long Term Care Insurance
Investments/Mutual Funds/Annuities
Tax Strategy Planning
Estate Planning

Small Business Planning -
Pension, 401(k)& Profit Sharing Plans
Executive Compensation Plans
Buy Out and Key Person Insurance
Group Insurance Benefits
Life, Disability, Health & Dental
Tax Reduction Strategies

Life, Accident, & Health Insurance Licensed In:

Connecticut, Florida, Massachusetts, New Jersey, New York, Texas

Securities Licensed In:

Connecticut, New Jersey, New York
Series 7, Series 63, Series 66

Community, Charitable, or Professional Organization/ Associations:

Ambassador, the Business Council of Westchester County

URL:

http://www.strat4wealth.com/