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 Comp
any 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. Neither Shield Wealth Strategies,LLC. nor New York Life Insurance Company, or its agents , provides tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Shield Wealth Strategies LLC. is not owned or operated by New York Life Insurance Company or its affiliates.
201 Jones rd, Waltham, MA 02451
Cel. 508-241-2454
Bus. 781-398-8669
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.
