Graig T. Galef - CFP®

Mission Statement:

Graig provides financial and insurance strategies to help you sleep better at night and get more enjoyment out of your days.

Philosophy:

Graig works with clients to establish a complete picture of your finances. After doing this, he’ll work with you to help you realize your goals, implement a plan, and achieve your desired results. You may or may not realize it, but every financial decision – however large or small – can affect your long-term goals. Often, we’re busy in our lives, and the time we devote to planning is limited. As a result, financial decisions can be made quickly and without thought to the overall financial implications – leading to costly inefficiencies.

We make it our responsibility to ensure that you realize financial wellness. In other words, maximized wealth and better protection of it. We are advocates of a planning process that examines every area of your financial world and integrates them into a single financial strategy – from taxes, to insurance policies, to investments. We bring efficiencies to your financial decisions. We help you eliminate costs and capture money. Most importantly, we’re never satisfied – Graig continually evaluates the process and adapts it based on your changing needs.

Graig is a Certified Financial Planner (CFP®), has passed the CPA exam. He is a graduate of the University of Virginia. He lives with his wife and two children in Westchester County, NY.

Special Services:

Wealth Building
Retirement Planning
Life Insurance
Disability Income Insurance
Long-term Care Insurance
Investment/Mutual Funds/Annuities
Small Business Planning

Community, Charitable or Professional Organizations/Associations:

Board of Education, Ossining, NY
Board of Directors, Children’s Hospital Foundation
Board of Directors, Ossining Children’s Center
National Assocation of Financial & Insurance Advisors

 

Check the background of this investment professional on FINRA’s BrokerCheck.

URL
http://strategiesforwealth.com/associates/graig-t-galef/

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services offered through PAS, 212-701-7900, a registered broker-dealer and investment advisors. Field Representative, the Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
PAS is a member FINRA, SIPC