I help people create amazing lives for themselves and those they love!
I believe that every person has a story that matters and it’s my passion to help them protect that story.
Have you ever been frustrated with your finances?
Upset with your ability to save?
Disappointed with your investment returns?
Worried about the future and if you will have enough?
Concerned about market volatility?
Anxious to eliminate the stress associated with not having a plan?
These where concerns of many of my clients before we met. I don’t suppose any of these are concerns of yours.
If they are, then, we need to meet.
I just happen to offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company
[email protected]
508.944.1509
Invited by: Celeste Warner
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Day | Followers | Gain | % Gain |
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March 25, 2024 | 21 | +2 | +10.6% |
June 19, 2023 | 19 | 0 | 0.0% |
January 27, 2022 | 19 | +1 | +5.6% |
October 05, 2021 | 18 | +1 | +5.9% |