Agent licensed to sell insurance through New
York Life Insurance Company.
I look to help individuals reach their dreams and financial goals through proven strategic planning methods.
I 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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.
201 Jones Road, #5
Waltham, MA 02451
Financial Planning