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Feel free to contact me on specific insurance and financial products I can provide, such as college funding and retirement planning, long-term care cost management, and income strategy. I and New York Life Insurance Company’s agents cannot offer accounting, tax, or legal advice. Prior to making any financial decision, consult a tax, legal, or accounting advisor. I am not authorized in all places. Past performance is not indicative of future outcomes. Successful results cannot be guaranteed.
 
Jason is a strong, experienced, and diligent financial consultant who tries to provide numerous options for his clients. Community members and families served by Jason have always praised the financial consultant for his reliability and willingness to give the necessary assistance anytime. His dedication and the ability to put every client first help him improve his professionalism and skills in the industry. Customers who have worked with Jason in the past often prefer to seek his help because they trust him and know the good outcome of their consultation. He feels they care about their needs and worries, and his ability to talk to them about investments and financial concerns makes them feel more secure in their choices. Jason passes on the knowledge, skills, and expertise in investing to his clients because he has built comprehensive loyalty among them. From this interaction, it was discovered that working with Jason is the best decision someone can make to feel heard, cared for, and optimistic about one's future. The strategies he applied were a huge growth towards market investments and nurtured the entrepreneurship mindset.