TOP 10 Marketing agency in Holden, MA
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New York Life Insurance Company Andrew Jensen
New York Life Insurance Company Andrew Jensen is an insurance agency located at 1174 Main Street in Holden, Massachusetts, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as customizable long-term coverage options. Their services include helping to pay for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with market potential. They also provide guidance on creating investment strategies, estate planning, and insurance options for individuals, businesses, and employees. The institution is committed to giving back to communities through charitable giving and providing financial support for bereavement, education, and local initiatives. Andrew B. Jensen, a Financial Advisor for Eagle Strategies LLC and NYLIFE Securities LLC, offers personalized financial solutions to help clients achieve their goals and build financial security.
Merrill Lynch Financial Advisor Dan Whiting
Welcome to Merrill Lynch Financial Advisor Dan Whiting's practice, located at 2221 Washington Street, Newton, Massachusetts. As a dedicated financial advisor with Merrill Lynch Wealth Management, Dan Whiting offers a comprehensive suite of investment solutions and banking products through the powerful collaboration between Merrill and Bank of America. Since joining Merrill Lynch in 2018, Dan has been committed to providing personalized financial guidance, drawing on his extensive experience, including eight years at Fidelity Investments. Dan's disciplined and client-focused approach begins with a deep understanding of your unique needs, concerns, and financial priorities. As a CERTIFIED FINANCIAL PLANNER® professional, Dan is passionate about helping you design and implement a customized financial plan aimed at achieving your goals while effectively managing investment risks.
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