JW Insurance and Financial Services

JW Insurance and Financial Services I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

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 a Financial Adviser offering investment advisory services thro

ugh 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. 201 Jones Road, 5th FL, Waltham, MA 02451
Neither 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. I am not licensed in all jurisdictions. JW Insurance and Financial Services is not owned or operated by New York Life Insurance Company or its affiliates.

Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap.https://bit.ly/44...
06/12/2026

Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap.
https://bit.ly/4459xMF

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/43YYpAW

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the un...
06/10/2026

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.

Protect your earning potentialYour income supports your lifestyle, and individual disability insurance can help you prot...
06/08/2026

Protect your earning potential
Your income supports your lifestyle, and individual disability insurance can help you protect it if you’re unable to work. With portable coverage, it’s protection that keeps up with your life changes. Reach out and we’ll build a plan together.

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shif...
06/03/2026

From your first paycheck to your last withdrawal, your financial plan faces evolving threats. Life changes. Markets shift. Unexpected health events. The good news? Protection strategies exist for every life stage:
• Early accumulation
• Peak accumulation & pre-retirement
• Retirement & legacy planning
Start the conversation that safeguards your financial future. Your plan deserves it.
https://bit.ly/4dNMSu1

We are hiring💼
06/01/2026

We are hiring💼

Many families spend decades building wealth, but few realize how much can be lost through poor estate planning, unnecess...
06/01/2026

Many families spend decades building wealth, but few realize how much can be lost through poor estate planning, unnecessary taxes, or IRA distribution mistakes.

This Wednesday, June 3rd at 6:30 PM EST, we’ll be hosting a webinar on:

Estate Planning Mistakes, Solutions & Strategies

We’ll discuss:
• Common estate planning mistakes
• IRA and retirement account tax issues
• Ways to help reduce estate taxes
• Strategies to better protect family wealth
• Real-life planning case studies

If retirement, legacy planning, or protecting assets for the next generation is important to you, we’d love to have you join us.

Feel free to register through the QR code below!

The right plan now can help shape the retirement you want.The years leading up to retirement are full of possibility and...
05/28/2026

The right plan now can help shape the retirement you want.

The years leading up to retirement are full of possibility and important financial choices.

You’ve worked hard to build your wealth and now it’s time to make sure it supports the life you want to live.

This Financial Planning Checklist for Pre-Retirees highlights key steps to help you prepare, including maximizing savings, creating reliable income, managing taxes, and protecting what you’ve built.

Now is the time to make the most of your peak earning years.
https://bit.ly/4a03o7P

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take...
05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4v9HUNT

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.

Address

201 Jones Road
Waltham, MA
02451

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 9am - 9pm

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