Charlie Gionet, Financial Services Professional with Nylife Securities LLC

Charlie Gionet, Financial Services Professional with Nylife Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

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 and a New York Life Company. Boston General Office
201 Jones Rd, Waltham, MA 02451
(833)-235-4929

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. 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.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic tim...
10/31/2025

Wishing everyone a spooky, silly, and safe celebration filled with costumes, candy, and laughter. Have a fang-tastic time with your family and friends!

With 77% of Americans feeling financially stressed*, life changes—like a new home, unexpected expenses, divorce or econo...
10/30/2025

With 77% of Americans feeling financially stressed*, life changes—like a new home, unexpected expenses, divorce or economic shifts—only add to the pressure. Regular financial reviews help you stay prepared. Schedule yours today. ​https://nyl.co/4ojL1zY
*https://bit.ly/47Q3uOA

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for A...
10/29/2025

We’re proud to share that New York Life has been named Overall Winner of the 2025 Kiplinger Readers’ Choice Awards for Annuity Providers. Kiplinger’s readers ranked New York Life highest for Customer Service, Most Recommended, and Overall Satisfaction.* This recognition reflects our unwavering commitment to making annuities easier for you. http://bit.ly/3I1dJFw

*The award was based on Kiplinger readers’ evaluations of annuity providers in terms of customer service, satisfaction, and likelihood to recommend. Click here for full methodology http://bit.ly/3Ga4LVZ

When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for ...
10/28/2025

When Ryan Pleasants died in the line of duty as a firefighter, the life insurance he put in place became a lifeline for his wife and kids. Racquel was able to stay in their home and focus on her family’s future. Let’s talk about how you can protect what matters most—before life throws you the unexpected.

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider prepar...
10/27/2025

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying con...
10/24/2025

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started. For a more individualized approach, reach out and let's talk.

Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

Sabbaticals are gaining popularity, offering a chance for personal growth, mental rejuvenation, and career reassessment ...
10/23/2025

Sabbaticals are gaining popularity, offering a chance for personal growth, mental rejuvenation, and career reassessment away from work.

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with th...
10/22/2025

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

Everyone’s financial journey is unique. I can help you shape yours into a story worth telling. Using our proprietary dig...
10/21/2025

Everyone’s financial journey is unique. I can help you shape yours into a story worth telling. Using our proprietary digital tool—backed by 180 years of New York Life’s knowledge and resources—I’ll help you turn goals into clear, actionable steps. Let’s work together to build the successful future you deserve. Contact me to learn more.

Employee retention plans – a guide for employers In today's dynamic job market, employee turnover is inevitable, but a r...
10/20/2025

Employee retention plans – a guide for employers In today's dynamic job market, employee turnover is inevitable, but a robust employee retention program can significantly reduce the loss of key personnel, safeguarding your organization's growth and stability. In this article from Robert Keebler, you’ll learn how to adapt to the evolving job landscape and prioritize retaining your most valuable assets – your dedicated and skilled employees.
https://bit.ly/47iWpF5

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA ...
10/17/2025

Dealing with the loss of a loved one is already difficult enough. The SECURE Act also changed many of the rules for IRA beneficiaries. Not sure where to start? Send me a message—I can walk you through the changes and help you avoid costly mistakes.

Address

201 Jones Road
Waltham, MA
02452

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