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Wealth Strategies & Management Group

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Licensed to sell insurance products in NJ, NY, CT, PA        

At Wealth Strategies and Management Group, we do not provide legal, tax or accounting advice.  We will work with your own professional advisors and encourage you to consult with them regarding all personal finance issues.

Securities and Advisory Services offered through Packerland Brokerage Services, Inc. an unaffiliated entity – Member FINRA & SIPC 

Million Dollar Round Table is an independent membership organization of life insurance and financial service professionals,  Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products.  Members must apply annually and pay a fee.  Members must be members in good standing of a Professional Association which has met the following criteria: In existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and and effective means of dealing with breaches of its code.  Members must also adhere to the MDRT Code of Ethics.  Working with this advisor is not a guarantee of future financial results.  Investors should conduct their own evaluation.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck