Jeannie Jackson comes to Strategies for Wealth as an experienced advisor. She began her career with Paul Revere in July of 1991 helping doctors and attorneys protect their incomes. In January of 1997, she moved to Harrison & Morgan in order to offer her client base entry to all the major carriers and products. In addition, she began consulting her clients on their healthcare needs and group benefits.
After 24 years in the business, in 2014, she was looking to take her business to a new level, wanting to provide better service to her clients. After an extensive search and a few offers, Jeannie joined Strategies for Wealth in July 2015. It was the uncommon approach the firm uses in helping clients protect their assets and their unique strategies in ensuring various threats can never impact their wealth accumulation. In addition, the access to a host of seasoned advisors in the firm has already been a great value to her existing clients.
NY RHB, LLC., D/B/A Strategies for Wealth are Agents of The Guardian Life Insurance Company of America, New York, NY. Strategies for Wealth is not an affiliate or subsidiary of Guardian.