Jody Clement, Clu

Jody Clement, Clu Email and Phone Number

Founder and Partner at Next Generation Wealth, LLC | Fee Based Financial Planning | Retirement | Investments | Estate Planning | Long - Term Care @ New York Life Insurance Company
new york, new york, united states
Jody Clement, Clu's Location
Hopkinton, Massachusetts, United States, United States
Jody Clement, Clu's Contact Details

Jody Clement, Clu work email

Jody Clement, Clu personal email

n/a
About Jody Clement, Clu

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.In addition to being a Financial Adviser offering 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.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.65 South St., Suite 108, Hopkinton, MA 01748978-298-2545Neither Next Generation Wealth 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. Next Generation Wealth LLC is not owned or operated by New York Life Insurance Company or its affiliates. I am not licensed in all jurisdictions.CA ins lic #0M39356.

Jody Clement, Clu's Current Company Details
New York Life Insurance Company

New York Life Insurance Company

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Founder and Partner at Next Generation Wealth, LLC | Fee Based Financial Planning | Retirement | Investments | Estate Planning | Long - Term Care
new york, new york, united states
Website:
newyorklife.com
Employees:
31117
Jody Clement, Clu Work Experience Details
  • Next Generation Wealth, Llc
    Founder, Partner
    Next Generation Wealth, Llc Mar 2011 - Present
    65 South St., Suite 108, Hopkinton, Ma 01748
    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. In addition to being a Financial Adviser offering 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.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Nov 1999 - Present
    Waltham
    Agent licensed to sell insurance through New York Life Insurance Company.
    View

Jody Clement, Clu Skills

Retirement Planning Iras Retirement Long Term Care Insurance Life Insurance Disability Insurance Mutual Funds Wealth Investments Management 529 Plans Estate Planning Wealth Accumulation Strategies Wealth Preservation Planning Long Term Care Insurance Education Funding Strategies

Jody Clement, Clu Education Details

  • The University Of Massachusetts
    The University Of Massachusetts

Frequently Asked Questions about Jody Clement, Clu

What company does Jody Clement, Clu work for?

Jody Clement, Clu works for New York Life Insurance Company

What is Jody Clement, Clu's role at the current company?

Jody Clement, Clu's current role is Founder and Partner at Next Generation Wealth, LLC | Fee Based Financial Planning | Retirement | Investments | Estate Planning | Long - Term Care.

What is Jody Clement, Clu's email address?

Jody Clement, Clu's email address is jc****@****ife.com

What is Jody Clement, Clu's direct phone number?

Jody Clement, Clu's direct phone number is +178122*****

What schools did Jody Clement, Clu attend?

Jody Clement, Clu attended The University Of Massachusetts.

What skills is Jody Clement, Clu known for?

Jody Clement, Clu has skills like Retirement Planning, Iras, Retirement, Long Term Care Insurance, Life Insurance, Disability Insurance, Mutual Funds, Wealth, Investments, Management, 529 Plans, Estate Planning.

Who are Jody Clement, Clu's colleagues?

Jody Clement, Clu's colleagues are Charles May, Mariana Doke, Jay Pacillo, Blaise Weaver, Willy Montemayor, Tracy Diane, Dan Jokisch.

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