Carla Jagodzinski

Carla Jagodzinski Email and Phone Number

Owner with Jagodzinski Financial Boutique helping clients with custom tailored solutions to estate conservation,retirement planning, insurance protection, and other personal or business financial needs @ Jagodzinski Financial Boutique
Carla Jagodzinski's Location
Wilkes-Barre, Pennsylvania, United States, United States
About Carla Jagodzinski

Growing up, we didn't have much at all.I am the youngest of 5. My mother lost her husband when my sister was 2 and 7 years later, I joined my crew! My mother gave a good life. I watched her give everything she had to us with a high school education. We didn't have much but our home was filled with love.Married and a young mother, my career started in banking and soon found myself climbing my way up the latter. Slowly reaching the corporate ceiling of my talents. I knew I wanted more. Soon, after 24 years, I took that leap of faith and ventured on my own. Then the unthinkable happened...I know what it's like first hand to have loss. At a young age of 44, my first husband and father of my 2 girls suddenly passed away. This was a pivotal moment, and why without a doubt, I was meant to be in this industry, helping create plans with "Protection First - Holistic Approach & Guidance"At Jagodzinski Financial Boutique, we start with a qualitative conversation getting to know what's important to you, your family, and your business.As a boutique financial firm, we take a hands-on approach to your financial world, collaborating closely with your CPA, attorney, and other trusted professionals to ensure your financial strategies are best aligned with your goals.

Carla Jagodzinski's Current Company Details
Jagodzinski Financial Boutique

Jagodzinski Financial Boutique

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Owner with Jagodzinski Financial Boutique helping clients with custom tailored solutions to estate conservation,retirement planning, insurance protection, and other personal or business financial needs
Carla Jagodzinski Work Experience Details
  • Jagodzinski Financial Boutique
    Founder
    Jagodzinski Financial Boutique Jun 2021 - Present
    670 Main St Sugar Notch Pa 18706
    As a Financial Adviser, I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am 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. 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. Neither Jagodzinski Financial Boutique, 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.Jagodzinski Financial Boutique is not owned or operated by New York Life Insurance Company or its affiliates.220 Penn Ave Suite 100 Scranton, Pa 18503Phone Number: 570-969-3111I may not be licensed in all jurisdictions.
  • Eagle Strategies Llc/Nylife Securities
    Financial Advisor
    Eagle Strategies Llc/Nylife Securities Oct 2023 - Present
    Financial Advisor offering investment advisoryservices through Eagle Strategies LLC, A RegisteredInvestment Advisor.
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Jan 2014 - Present
    Agent licensed to sell insurance through New York Life Insurance Company.
  • Blu Door Financial, Inc
    Associate Partner
    Blu Door Financial, Inc Nov 2018 - Jun 2021
    56 Elizabeth St Forty Fort, Pa 18704
    Most people find financial planning confusing, intimidating, & downright scary. Here @ Blu Door Financial we strive to take away all the confusion and educate our clients, so they can make informed decisions about their financial future. We have a three-step approach similar to building a home; 1st— Design; We start by finding out what’s important to you & create a list of priorities. 2nd— Plan; Our team will collaborate to design a plan that fits you & your budget. 3rd— Build; After choosing a plan we will help you implement it, by providing all the necessary resources & professionals to make it a success
  • Diamond City Bni
    President
    Diamond City Bni Oct 2013 - Jan 2015
    The Woodlands Inn &Amp; Resort
    Building professional relationships based on trust To lead our group using the BNI mantra of GIVERS GAIN... passing referrals and essentially making more money for our businesses. As president, I coach, advise and grow our chapter. BNI has been a huge part of my success in my agency adding about an additional 25% of my annual income. If you are looking to grow your business/sales and need people in the professional community looking out for you, message me and join us for breakfast Thursdays 7am at the woodlands. Cost is &14.00. Well worth it
  • American General Life And Accident Insurance Co
    Licensed Insurance Agent
    American General Life And Accident Insurance Co 2009 - Jan 2014
    I have been in the financial industries for over 25 year. Starting as a part time teller, I realized how delicate and important to deliver the best when handling a persons money. After all, we work hard for it. Banking has given me an enormous window of opportunities and I'm eternally grateful. I am very blessed and fortunate for the path it's made for me and my family. Now, I have the greatest career protecting that same hard earned money I helped people bank away. Through life insurance and disability programs, I safeguard families for the unexpected illness or death and for businesses, I help continue their hard work from unexpected illnesses and death of an owner or key person. I offer solutions in a tax favored program with life insurance and disability plans. Through consultative approaches and fact finding, estates are preserved. Who wants to deal with finances when we are I'll or a loved one suddenly passes away. If you question yourself how well you're prepared, or you know a family member, friend, business partner, call me or message me. In the meantime, check this quick link. www.qualityoflifeinsurance.comThank you
  • Allstate Financial Services, Llc
    Financial Services Rep
    Allstate Financial Services, Llc Jul 2008 - Oct 2009
    Planning for retirement, college education, family protection and business continuation
  • M & T Bank
    Asst Branch Manager
    M & T Bank Jan 1991 - Jan 2008

Carla Jagodzinski Education Details

Frequently Asked Questions about Carla Jagodzinski

What company does Carla Jagodzinski work for?

Carla Jagodzinski works for Jagodzinski Financial Boutique

What is Carla Jagodzinski's role at the current company?

Carla Jagodzinski's current role is Owner with Jagodzinski Financial Boutique helping clients with custom tailored solutions to estate conservation,retirement planning, insurance protection, and other personal or business financial needs.

What schools did Carla Jagodzinski attend?

Carla Jagodzinski attended Luzerne County Community College, King's College.

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