Broker Check

New York City

Ryebrook

Port Jefferson Station

Jericho   

John Spoleti

John Spoleti

Financial Advisor

Prior to starting his career in the insurance and financial industry 22 years ago, John owned and operated several successful businesses on Long Island.

Specialized Services Offered:

  • Business Planning
  • Estate Planning
  • Elder Care
  • Business Exit Planning

Community, Charitable or Professional Organizations/Associations:

-Steering Committee and Advisory Board of Friends of Karen*
-Co-Chairperson, The Gifts of Significance Committee for friends of Karen(a charity for terminally ill children)
-Make a Wish Foundation
-Cooley’s Anemia

*Guardian and its subsidiaries do not endorse or have any direct or indirect responsibility with respect to this activity.

Registered Representative and Financial Advisor of Park Avenue Securities LLC(PAS), 800 Westchester Avenue Suite 409-N  Rye Brook,New York 10573 (914)288-8800. Securities products/services and advisory services are offered through PAS, a registered broker dealer and investment advisor. 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.