> Rick Bloom

Rick Bloom

  • Advisor Type: CFP, CLU
  • Firm: Strategies For Wealth
  • Location: Port Chester, NY
  • Years of Industry Experience: 22


Rick's financial planning practice focuses on providing insurance, investment, retirement and estate planning services to individuals, professionals, business owners and executives. Rick has demonstrated his commitment to the highest level of professional knowledge and ethics by earning his Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations. He is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.

Areas of Expertise

  • Annuities
  • Estate Planning
  • Holistic Financial Planning
  • Insurance Planning
  • IRAs/401k
  • Long-Term Care Insurance
  • Social Security Optimization

States Served ?


Fee Structure ?

  • Combination

Advisor Licensing ?

Central Registration Depository #: 2708116
Financial Industry Regulatory Authority Securities and Exchange Commission

registered Registered

Not currently registered

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