Tushar Patel Email & Phone Number

As a former business owner, I have witnessed many peoples' financial struggles and loss of businesses when loved ones depart unexpectedly. My passion as an Insurance Agent is to help ensure that none of my clients have to worry about depending on Welfare assistance or support from the state. I strive to help see that family owned businesses can pass on to the next generation easily and in a tax treatment favorable way. 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. 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 CompanyNeither 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.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.201 Jones Rd., 5th FloorWaltham, MA 02451508-215-8848I am not licensed in all jurisdictions.

Listed skills include Management, Customer Service, Leadership, Strategic Planning, and 1 others.