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

Team

Wealth Advisory Group has built a reputation over the past 75 years as a supportive, collegial environment where Associates are guided by a philosophy of superior client service and dependability.

More than 70 Associates are here to guide you through a full range of planning solutions that may include insurance and investments tailored specifically for your needs.

Our on-staff specialists in insurance, investments, and financial planning augment client services and assist Associates and their clients with any contingency.

As a learning organization, we are committed to staying current on the best products, services, and resources available to help our clients reach their financial goals.

We seek and nurture Associates who are fully committed to their clients goals and function at all times with a high degree of professionalism and integrity.

 
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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Howard Elias

Managing Partner

(212) 541-8800

(646) 349-1455

Howard is a Managing Partner for Wealth Advisory Group (WAG), a New York based Guardian® Agency whose long history of success dates back to 1933. He has been with the firm and Guardian® for more than 30 years. WAG now has more...

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Adam is dedicated to providing individuals, families, small businesses and their owners with investment management and asset protection services.

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Lawrence Holzberg, LUTCF

Managing Director, Advanced Sales Director

212.261.1890

646.349.1385

Lawrence joined Wealth Advisory Group with over 25 years of experience in the life insurance sales, team management and brokerage marketplace. His role at Wealth Advisory Group allows him to work in all three areas. He contributes to...

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Lisa Klein

Office Manager

(212) 261-1895

(646) 417-6866

Lisa was educated at SUNY New Paltz where she earned a Bachelor of Science degree in Elementary Education. She brings a wealth of experience and insights to her Wealth Advisory Group responsibilities.

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Amy is a Managing Partner of Wealth Advisory Group in Latham, NY. She has a vision to help propel the financial services industry into the future by building a culture that attracts, develops and retains the very best talent in both...

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Helping individuals, healthcare professionals, and business owners gain the financial confidence to build wealth. As part of Wealth Advisory Group I believe in providing an uncommon approach to building wealth.

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Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the...

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Daniel Dambroff

Disability Insurance Specialist

212.261.1828

646.349.1385

It has always been my mission to help others. I work with producers to simplify the process of protecting their client’s most valuable asset, their ability to earn an income. As their experienced resource in disability insurance, I...

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Zia Harmon

Director of Operations

212.261.1868

646.349.1385

Zia is integral to the training and development of our team. She is passionate about her role and strongly shares the core belief of The Guardian, which is to always do what is best for our clients. Her main focus in the office is...

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Peter Grassel

Agency Control Officer

(212) 261-1817

(646) 349-2647

Peter serves as Wealth Advisory Group’s Agency Control Officer. His primary responsibility is to ensure that sales activities are conducted in a manner consistent with applicable regulatory and compliance standards. In other words, he...

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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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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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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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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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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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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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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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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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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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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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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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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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Daniel brings a wealth of knowledge and dedication to enhancing the financial picture of his clients. He believes the most important aspect of his business is the relationship with his clients. His goal is to positively impact their...

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Lauren Pastore

Managing Director, Director of Talent Acquisition

516.677.6293

Lauren joined Wealth Advisory Group in September of 2010. In her initial role, Lauren worked as the Executive Assistant to Managing Partner, Adam Kaufman. As Lauren continued to develop, she took on job responsibilities ranging from...

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In September 2009 Adam joined the Guardian Life Insurance Company of America, New York, NY as Agency Manager of the Hauppauge, NY office. He was quickly appointed to Managing Partner of both the Woodbury and Hauppauge, NY offices in...

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Allison Battino is a Financial Advisor with Applied Financial Group with more than a decade of experience in the financial services industry. She specializes in: Retirement Planning Asset Management Tax Efficiency Risk Management (Life...

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Jay’s primary focus is helping to inspire and guide families to protect themselves from life’s uncertainties and to safeguard and grow their wealth so they have the freedom to enjoy life with financial clarity and...

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Eric Forgione started his career in the financial services industry as a broker with Wealth Advisory Group in 2011. During his training, he learned the importance of macro-economic financial planning. In May 2012, Eric was offered a...

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Lawrence B. Keller is a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Physician Financial Services, a company dealing exclusively with the financial needs and concerns of members of the medical profession. Mr. Keller has...

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Debbie joined Wealth Advisory Group in March of 2016. Debbie was educated at Hofstra University where she earned her Bachelor of Arts in Business Administration. She has always had a strong work ethic and drive to succeed, starting off...

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Mr. Gallipoli commenced his insurance career with MetLife in January, 1991, in Queens, NY. Due to his commitment and hard work, he became an Agency Manager with MetLife in Lake Success, NY, in June, 1995. He recruited, trained and...

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In February of 2011, Charles joined Wealth Advisory Group, an Agency of Guardian. He supervises a detached office in Hauppauge, N.Y., as well as maintaining his own personal practice. Charles graduated from St. John’s University...

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Kamerick (Kim) Rampersad came to the United States from Trinidad and Tobago, from the Caribbean. She graduated from the College of Health Sciences in Trinidad and Tobago with a 6, O Levels in Counseling. After which, Kim attended...

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Steven Schiller graduated with a degree in Accounting from Long Island University. Steven worked at a brokerage firm and assisted in trading for 3 years. He then went on to work for a private investor and assisted in the buying and...

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John Boulukos joined Wealth Advisory Group in November 2015. Prior to joining Wealth Advisory Group, he worked 18 years at Man Financial as a Vice President, Senior Floor Broker. During his time at Man Financial, he served as a client...

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Cosmo Laurino, RICP

Financial Representative

516.677.5062

516.921.9070

Cosmo joined Wealth Advisory Group in April of 2016. He was born in Brooklyn, NY and raised in Rosedale, NY. Cosmo earned his Bachelor of Arts in Business Management, and went on to open and manage franchises of the popular fast food...

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Ronald was born and raised in Newark, NJ in 1977. He graduated from Newark School of Engineering as a Chemical Engineer in 1968. While in college, Ronald pledged Tau Epsilon Phi where he served as the Chancellor. He also played...

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Lynn joined Wealth Advisory Group in February of 2016. Lynn graduated with Bachelor of Arts degree in Psychology from Fairfield University. She had always been interested in human nature, and decided to pursue it in college. While in...

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Rob joined the financial services industry in 1986 as a producing agent. Two years later he was promoted to sales manager of a John Hancock Insurance Agency. Rob has qualified for numerous company and industry awards as a producer and...

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Asghar A. Kazim, CLU, ChFC

Principal & Co-Founder

732.355.1050

732.355.1051

I have a passion for helping people realize their financial potential and optimize their assets. My practice focuses on Wealth management, Retirement Planning and Estate Planning. I work with a network of Planning Professionals, Money...

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Nadeem “Nick” Saleem has been in the Financial Services Business since 1997 and has been committed to professionalism. He continues to help his clients with the most innovative planning. Nick specializes his practice in the Medical and...

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Shawn Zielinski

Director of Operations

732.355.1050

732.355.1051

Shawn Zielinski has been an integral member of the United Wealth Group for over 15 years. He began by handling all processing matters for the firm. Currently, he oversees full office operations. Shawn is well versed in operations...

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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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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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Christine joined Wealth Advisory Group in June of 2016. Christine attended Fulton Montgomery Community College where she received her Associates Degree in Graphic Communications, Marketing & Sales. She then attended Empire State...

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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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Alex Kastrinakis joined Wealth Advisory Group in the summer of 2018, bringing more than 30 years of experience in successful business management and client service to the team. He is passionate about using that expertise to assist...

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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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Frank joined Wealth Advisory Group in October of 2017. Frank attended Long Island University where he received his Bachelors’ Degree in Accounting. After graduation, Frank began working as a bookkeeper, and eventually opened his...

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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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As a financial advisor, I strive to help individuals and families manage their debt in to order to optimize their money saving potential. This goal of optimization should be pursued by individuals and businesses alike, which allows...

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Hazim Yassin

Financial Representative

Jessica Ayala

Brokerage Manager

518.867.3210

518.867.3209

Jessica brings to the Wealth Advisory Group her knowledge of marketing and business strategies, which she gained in both America and abroad. Jessica attended Post University, under a basketball and honors scholarship. While there, she...

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Joe Inzitari

Director of Business Development

732.355.1050

732.355.1051

Jose Rivera

Managing Director

516.677.5098

516.977.3415

Jose Rivera joined Wealth Advisory Group to continue his long tenure in the financial services field. Since college, Jose has been in entrepreneurship roles. Jose started as a stockbroker trainee, and quickly moved into financial...

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Joseph M. Sciabica, AEP, ChFC®, CFP®

Living Balance Sheet National Trainer

212.261.1802

646.349.1385

Joe Sciabica entered the financial services and insurance industries in 1994, and holds designations as a Certified Financial Planner®, a Chartered Financial Consultant®, and an Accredited Estate Planner. He is a member of the...

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Karen Blase

Financial Advisor

518.867.3210

518.867.3209

Karen Blase joined the Wealth Advisory Group team in the summer of 2018, bringing with her almost 15 years of client service experience earned during a successful career in the retail space. During that time, Karen was consistently...

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Kristen joined our firm in 2016, bringing with her a wealth of industry experience. Her primary role is that of investment specialist, providing our advisors with education and technical support. She employs a common-sense approach to...

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Louis Sackal

Financial Representative

518.867.3210 x 125

518.867.3209

Lou joined the Latham office with two decades of expertise in high tech, ready to put his financial background to work for his clients. Possessing a Bachelor of Science, Master of Engineering, and Master of Business Administration from...

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Michael joined Wealth Advisory Group in August of 2017. Michael attended Kutztown University where he received his Bachelor’s degree in Finance. While in college, Michael was a member of the finance club, utilizing his time to...

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Nicolas Earl

Financial Representative

5188673210

5188673209

Nicolas Earl joined Wealth Advisory Group as a Financial Representative after several years of successful experience in running his own business. He specializes in providing innovative financial solutions to young professionals and...

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Shrewdly, when buying their family home in 1972 Rhonda’s father purchased Term Life Insurance. In 1990, after he passed away due to Mesothelioma, this Life Insurance policy saved their family home. Rhonda’s mother paid off...

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Sabina Longo

Financial Representative

518.867.3210 x 130

518.867.3209

Sabina joined Wealth Advisory Group in September of 2017. Since a young age, Sabina was mentored by her grandfather Paul, who studied and had a passion for economics. Paul believed a strong education was one of the most powerful tools...

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Imagine a life for you and your family where you are financially sound with less stress and the ability to live the life you've always wanted. It is a dream scenario we all want, which is why I ultimately decided to pursue a career as...

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Sloane joined Wealth Advisory Group in September 2018 as a Recruiter. Previously, Sloane worked in technical recruiting in Washington D.C., placing top tier IT candidates for federal and commercial clients. Sloane takes pride in the...

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William Brownell

Financial Representative

518.867.3210

518.867.3209

A cum laude graduate of the University of Albany with degrees in Finance and Economics, William Brownell joined the Wealth Advisory Group team in early 2019. While at U Albany, William was a member of Pi Sigma Epsilon, a business...

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Zachary Timm joined Wealth Advisory Group in the fall of 2018 after a successful year at Forrester’s Financial. A Registered Representative with his Series 6, 7, 63 and 65 licenses, Zak is passionate about working with retirees...

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