Craig Garofolo
Senior Financial Advisor (Fr Contract) @Strategies for Wealth
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WORK HISTORY
Senior Financial Advisor (Fr Contract) @Strategies for Wealth
Boston, MA, US
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was established 89 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,91••••••00. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 20••••••35 Exp 12/25
ABOUT CRAIG GAROFOLO
I have been in the financial services industry since 2011. I worked at Guardian as an agent before deciding to take my career path as an independent broker. At this point I formed my own company named DAS Financial LLC. I felt I could offer my clients the best possible solutions available by having access to most if not all the top tier insurance carriers. I am life and health licensed in several states. At DAS Financial, I focus my practice on working with business owners, corporate executives and families. I want to help guide them to make sound financial decisions. I educate my clients to help them realize that they are their most valuable asset. I take them through a process to show them specific strategies that will help them avoid common money eroding and tax pitfalls. I truly care about every client I work with and I\'m dedicated to ensuring their best interests are met. As a result, my clients gain the confidence that they will have properly protected themselves, their families and their future.My mission is to simply educate and inspire my clients to move towards an improved level of overall financial balance.
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