Carla Jagodzinski, Financial Services Professional - Jagodzinski Financial Boutique
670 Main Street, Sugar Notch, PA 18706
Location & Phone number
670 Main St, Sugar Notch, PA 18706, United States
About the Business
Carla Jagodzinski, Financial Services Professional, operates the Jagodzinski Financial Boutique located at 670 Main Street, Sugar Notch, Pennsylvania, United States. Specializing in finance and insurance services, Carla and her team at Jagodzinski Financial Boutique are dedicated to serving professional advisors and highly successful business owners and individuals.
With a hands-on approach to financial planning, the boutique firm collaborates closely with clients' other trusted professionals to ensure financial strategies are aligned with their goals. Carla and her team understand the importance of building a relationship with clients, offering trustworthy guidance and support through both good and challenging times.
As a licensed insurance agent with New York Life Insurance Company and other independent insurance companies, Carla is also a Registered Representative of NYLIFE Securities LLC, offering securities products and services to individuals in Pennsylvania and North Carolina. The firm respects clients' privacy and confidentiality, ensuring that all financial details shared are kept confidential.
Jagodzinski Financial Boutique does not provide tax, legal, or accounting advice, but encourages clients to consult their own professionals in these areas. With a focus on building trust and offering personalized guidance, Carla and her team are committed to helping clients make the best financial decisions for their future.
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