With so many options and complex information, making financial decisions isn't easy. That's why I'm here to help you understand what's right for you. Together we can create a strategy that's customized to your needs and goals. I believe that we're in this together for the long haul, so you can count on me to help manage and update our approach as your life changes. 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. CA Insurance License #0M77464.
Website: newyorklife.com
Phone: (707) 953-9088
Closed now
- Thu 9:00 AM - 5:00 PM
149 Stony Cir Santa Rosa, CA 95401 ·2352.46 mi
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Reviews
yelpJoleen is a caring and considerate professional who helped me feel comfortable and welcome in her office. She's especially adept at women's financial planning and conversations about retirement....
MoreJoleen does a great job asking questions and figuring out the best life protection path to take. She takes the time which I really appreciate. Joleen follows through with a program that is...
MoreI can't say enough about the care and consideration Joleen showed me and my wife when reviewing both our life insurance needs and long term care needs. Our situation was complicated and required...
Morejoleen is extremely caring, gentle and thorough in explaining the products she offers and follows through with timely communication. Highly recommend working with this agent who whole-heartedly...
MoreJoleen is awesome. She is great and easy to talk to. She is a great listener and really hears what is most important to you to help relate financial and insurance programs to protect the things...
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