Strategies for Wealth
 
Rick Bloom
800 Westchester Avenue, N-409
Rye Brook, New York 10573
T   914-288-8929   F   914-239-4670

  Email rbloom@strategiesforwealth.com

Rick Bloom - CLU, CHfC, CFP
Bloom Financial
http://www.bloomfinancial.com

Education and Training:
BA Accounting, Queens College (CUNY)
CLU
CHfC
CFP

Specialized Services Offered:
Personal Financial Planning
Business Continuation Planning
Estate and Retirement Planning
Distribution Planning

Community, Charitable or Professional Organizations/Associations:
Member, Financial Planning Association
Volunteer, Multiple Sclerosis Society

Insurance Licensed In:
Connecticut, Florida, Massachusetts, Maryland, New Jersey, New York, Virginia

Securities Licensed In::
New York, New Jersey, Connecticut, Florida, North Carolina

URL:
http://strat4wealth.com/rickbloom


Rick Bloom 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



The Registered Representative is securities licensed in the mentioned states and is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.