Broker Check

Wealth Advisory Group - New York, NY

355 Lexington Avenue, 9 Fl., New York, NY 10017

TEL (212)541-8800

250 Crossways Park Drive, Woodbury, NY 11797

TEL (516)677-6200

New York City Associates

I specialize in wealth-building and asset protection strategies for individuals, families and small businesses, with an emphasis on investments, insurance, and retirement and estate planning. While it feels good to help people grow and...

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Adam Chetrit

Financial Representative

212.261.1824

646.349.1385

Adam joined Wealth Advisory Group with a meaningful purpose to make a financial difference in peoples’ lives. He always looks for an opportunity to better a person, family and/or business by helping develop strategies for wealth...

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Austin joined Wealth Advisory Group in 2013 after a series of profound life experiences caused him to seek out a career in financial service. He is a Retirement Income Certified Professional® who specializes in risk mitigation for...

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Bina Patel

Financial Representative

212.261.1826

646.349.1455

Bina Patel is a Financial Representative with Wealth Advisory Group LLC, a General Agency of The Guardian Life Insurance Company of America. In additional to helping client acquire the appropriate life, disability, long-term care, and...

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Christina Getz

Financial Representative

212.261.1820

646.349.1455

Christina Getz spent the first 15 years of her professional career caring and advocating for people as a cardio-thoracic ICU RN. Her own discomfort and lack of knowledge with investment and insurance planning caused her to seek out...

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Doron Maresky

Financial Representative

845.362.8000

845.362.8008

“Instilling confidence and security through financial knowledge and strategies that really work” is my primary objective as the financial and insurance professional for my clients and as Case Manager & Strategist at Safrin...

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Eli Friedman

Financial Representative

212.261.1843

646.349.1455

Eli joined Wealth Advisory Group in the summer of 2009. He was born in Brooklyn, NY and moved shortly after to Lawrence, NY where he was raised. Eli attended Touro College and received his Bachelor of Science in Business Administration...

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Eli Retek

Managing Director

718.438.8209 x 19

718.853.5330

We at Retek Benefit Solutions, Inc. are proud of our reputation as full-service independent brokers with over 60 years of collective experience. We represent a wide range of insurance carriers specializing in life insurance, health...

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Elozor is dedicated to providing his clients with the highest level of service and financial products. He educates and advises clients on how to protect their families, generate wealth, help to build and preserve the value of their...

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Frank Rogers joined Wealth Advisory Group in December of 2012. He has a long history in the financial services industry, spanning over forty years. After graduating from Albany State University with a degree in Chemistry, Frank began...

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Fred joined Wealth Advisory Group in October of 2016. Fred was born and raised in Greenwich, CT. Fred attended Hobart College where we met his wife Katrina. He received his Bachelor of Arts degree in Spanish, the fastest growing...

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Gregg Fishman

Financial Representative

212.261.1836

646.349.1455

Having practiced law for several years simultaneously while practicing financial services I realized how much I enjoy the Financial Services business - helping individuals, medical and legal professionals, and closely held businesses...

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Howard Brachfeld, a Special Agent at Wealth Advisory Group, entered the financial services industry in 1972 and has been with The Guardian Life Insurance Company of America (Guardian) since 1977. He has specialized in high quality...

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Jacob Safrin

Managing Director

845.362.8000

845.362.8008

Jacob Safrin always knew he wanted to help others actualize their financial dreams, and when the opportunity arose, he became a founder and partner in Safrin Associates. With years of experience in the field of insurance and financial...

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President of the Maurice Blond Agency Inc., Laurel Blond entered the insurance community in 1985. She studied occupational therapy at Tufts University as an undergraduate and later became the Head of the Department of Physical and...

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Louis Menaged

Managing Director

212.261.1822

646.349.1455

My mission and passion is educating prospects and clients about best practices for mitigating financial threats to their businesses and simultaneously protecting themselves and loved ones. With over 25 years of experience, I approach...

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Matt was born and raised in West hills, New York, and has been around the financial services industry his entire life. After high school Matt went on to play baseball at the University of North Carolina Pembroke and ended up finishing...

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Michael joined Wealth Advisory Group as a Financial Representative in 2005. In his current role of Managing Director Michael runs a comprehensive insurance and investment practice. He takes a visual approach with his clients by...

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Mitch is a Managing Director and Registered Representative at Wealth Advisory Group. He is dedicated to providing individuals, families, small businesses and their owners’ with high levels of financial protection and client...

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Stephanie joined Wealth Advisory Group in August of 2009. Stephanie received her Bachelor of Arts in Political Science from George Washington University. She quickly entered the workforce in broadcast media. Working her way up the...

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