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
About John C. Ross
My approach is straight-forward. I strive to simplify complex financial decisions,…
Experience
Financial Specialist
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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