John C. Ross

Financial Professional at Strategies for Wealth

Role
Financial Specialist at Strategies for Wealth
Location
Rye Brook, NY, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John C. Ross

My approach is straight-forward. I strive to simplify complex financial decisions,…

Experience

  1. Financial Specialist

    Strategies for Wealth

    Sep 1995 — Present · New York, NY, US

    Innovative, sophisticated solutions for accumulating, managing, distributing, and preserving wealth.Core services offered:Personal Financial PlanningFamily Business PlanningInsurance PlanningInvestment ManagementRetirement Income StrategiesWealth Preservation StrategiesCollege Education StrategiesLife InsuranceDisability InsuranceHealth InsuranceLong-term Care InsuranceGroup Benefit PlansEstate PlanningBusiness Succession PlanningBuy-Sell AgreementsFee-based PlanningTo explore working with me, please call #19•••••••34, or e-mail me at j••••@strategiesforwealth.com.

Skills

  • College Education Planning
  • Group Benefit Plans
  • Life Insurance
  • Buy-Sell Agreements
  • Swimming
  • Estate Planning
  • Financial Guidance
  • Disability Insurance
  • Wealth Preservation Planning
  • Wealth Management
  • Insurance Planning
  • Health Insurance
  • Personal Financial Planning
  • Retirement Income Strategies
  • Family Business Planning
  • Investment Management

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John C. Ross — Financial Specialist at Strategies for Wealth in Rye Brook, NY, US | Unifers