Jason Bourque Email & Phone Number

For over a decade, I have helped families and businesses in the areas of wealth management, financial planning, estate planning, retirement planning, college planning and life insurance planning. I work with clients to clarify their objectives, provide strategies to efficiently save for those objectives and to protect things along the way! I value working closely with my clients to build long-term relationships with not only them but their families and their businesses as well, while coordinating with other professionals to ensure they have a comprehensive financial plan.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Jason Bourque is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.2048 Washington StreetSuite 2Hanover, MA 02339(781)347-3424Jason Bourque is not licensed in all jurisdictions.Neither Creative Wealth Solutions and Insurance Services, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Creative Wealth Solutions and Insurance Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Listed skills include Estate Planning, Investments, Recruiting, Training, and 14 others.