 |
 Joseph Biegel
800 Westchester Avenue, N-409
Rye Brook, New York 10573 T 914.288.8983 F  Email jbiegel@strategiesforwealth.com |
Joseph Biegel - CFP
Personal Information:
Joe spent over 20 years as an attorney and officer at large financial services corporations where he was responsible for complex multi-billion dollar transactions. Having had great success but looking for a second career, he ultimately ended up joining a unique wealth advisory firm in his hometown that had been his financial advisor for many years and had helped maximize the efficiency and effectiveness of his family’s financial decision making and their overall financial situation. Subsequently, Joe and his family fulfilled a lifelong dream of moving to the New York City area and Joe joined Strategies for Wealth and its Associated Benefit Consultants team.At the time Joe originally came into this business, he suspected that there were many out there who, like him, had wealth or the potential for wealth to protect, grow and be able to use but were not doing all that was possible toward that end. After several years in the business, his suspicions have been confirmed many times over – most people are operating on no advice, uninformed advice, generic advice and/or advice that’s not integrated or comprehensive. At Strategies for Wealth and Associated Benefit Consultants, Joe is able to help clients counteract all these weaknesses, working both with individuals, families and business owners. He does that through the use of a proprietary economic model and a related technology tool that are aimed at organizing and integrating every aspect of his clients’ financial world and then helping them to make choices about financial products and services based on facts and strategies, rather than sound bites put out by the media and financial “entertainers”! Education and Training:
B.A. – Johns Hopkins University, with honorsJ.D. – George Washington University Law Center States Licensed to Conduct Business In:
Series 6, 7, 63, 65, Life & Health licensedConnecticut, D.C., Delaware, Georgia, Maryland, New Jersey, New York, Virgina URL: http://strategiesforwealth.com/josephbiegelJoseph Biegel is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite 409, Rye Brook, NY 10573, 914.288.8800. Securities products/services and advisory services are offered through PAS a registered broker/dealer and investment advisor. Financial 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 an agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA/SIPC. www.finra.org |
 |
 |
 |
 |
 |
 |