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

Albany Associates

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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Christine joined WAG in 2016 after being a client. She knew she would be able to empower people to ultimately make better financial decisions and no longer fear money. After leaving the car business Christine has to put her marketing...

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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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Jed Goldberg

Wealth Management Advisor

518.867.3210 x107

518.867.3209

Jed Goldberg arrived at Wealth Advisory Group with an extensive track record of success in business strategy and client services, as well as several years of experience in the financial industry. As a Wealth Management Advisor at...

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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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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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Melissa Verga

Financial Representative

518.867.3210 x102

518.323.6222

Melissa Verga became a Financial Representative after spending almost two decades working in finance and operations for the nonprofit sector. She now leverages those skills in combination with Wealth Advisory Group’s cumulative...

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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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