Education and Training:

CPA

CFP

Specialized Services Offered:

I work closely with my clients to enable them to properly coordinate all areas of their financial world, from both a wealth creation and preservation standpoint.

Michael Klotz is a Registered Representative of Park Avenue Securities LLC (PAS), 800 Westchester Avenue, Rye Brook, New York, 10573, 1-914-288-8800. Securities products and services offered through PAS. Financial Representative of 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.
PAS is a member FINRA/SIPC.  www.finra.org