William J. Colon work email
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William J. Colon personal email
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Helping people pursue their goals is my inspiration. Whether a client is just starting out and is charting their investment journey, or transitioning to a new phase of life, or a seasoned investor ready to head into retirement but looking to firm up their plans, I help educate them about their options and guide them through the investing process.I start that process by listening: listening to clients as they tell their financial story, their dreams, their concerns, and their goals.Together, we use that information to develop and evaluate options and choose the path best suited to the clients’ investment journey. All of our circumstances are unique, and can change. We’ll keep in touch and adjust our path if warranted, drawing on a wide variety of tools and resources based on your timeline and risk tolerance.Using my experience and expertise to help clients identify solutions for their goals is my passion. I’ve honed my process for providing financial advice over 10 years in the industry, watching investors and their families grow and change. During that time, I’ve deepened my knowledge and kept on top of industry changes by using some of most sophisticated financial tools available in the industry.My specialty is in working with enthusiastic professionals, especially business owners, who are preparing for their ideal retirement—but also pursuing life goals along the way and planning their legacy, whether that’s taking care of their families or supporting philanthropic organizations—or both.If you’d like to talk about your dreams, your realities, your concerns, and your financial future, give me a call today at (570) 605-4300.
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OwnerLuna Financial Services Jan 2020 - PresentHelping people pursue their goals is my inspiration. Whether a client is just starting out and is charting their investment journey, or transitioning to a new phase of life, or a seasoned investor ready to head into retirement but looking to firm up their plans, I help educate them about their options and guide them through the investing process.I start that process by listening: listening to clients as they tell their financial story, their dreams, their concerns, and their goals.Together, we use that information to develop and evaluate options and choose the path best suited to the clients’ investment journey. All of our circumstances are unique, and can change. We’ll keep in touch and adjust our path if warranted, drawing on a wide variety of tools and resources based on your timeline and risk tolerance.Using my experience and expertise to help clients identify solutions for their goals is my passion. I’ve honed my process for providing financial advice over 10 years in the industry, watching investors and their families grow and change. During that time, I’ve deepened my knowledge and kept on top of industry changes by using some of most sophisticated financial tools available in the industry.My specialty is in working with enthusiastic professionals, especially business owners, who are preparing for their ideal retirement—but also pursuing life goals along the way and planning their legacy, whether that’s taking care of their families or supporting philanthropic organizations—or both.If you’d like to talk about your dreams, your realities, your concerns, and your financial future, give me a call today at (570) 605-4300. -
Managing DirectorIndependence Planning Group Jan 2020 - Dec 2021Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are providedfor your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employeesexpressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites,organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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PartnerNew York Life Insurance Company Jan 2016 - Dec 2019New York, New York, UsMy overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.” -
Licensed AgentNew York Life Insurance Company Jan 2013 - Jan 2016New York, New York, UsI am an Agent licensed to sell insurance through New York Life Insurance Company. -
Financial Services ProfessionalNylife Securities Llc Sep 2014 - Jan 2016I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
William J. Colon Skills
Frequently Asked Questions about William J. Colon
What company does William J. Colon work for?
William J. Colon works for Luna Financial Services
What is William J. Colon's role at the current company?
William J. Colon's current role is Owner & Investment Consultant.
What is William J. Colon's email address?
William J. Colon's email address is pb****@****ail.com
What are some of William J. Colon's interests?
William J. Colon has interest in Golfing.
What skills is William J. Colon known for?
William J. Colon has skills like Insurance, Sales, Retirement, Life Insurance, Retirement Planning, Financial Services, 401k Rollovers, Annuity Sales, Leadership, Team Building, Public Speaking, Permanent Life Insurance.
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