Veronique Thomaes
Passionate Financial Services Professional at NYLIFE Securities LLC empowering & educating individuals and business owners to create, build, and preserve wealth
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- North Dartmouth, MA, US
- LinkedIn followers
- 500 followers
About Veronique Thomaes
As a Financial Services Professional at NYLIFE Securities LLC I help clients take control…
Experience
Financial Services Professional
Aug 2013 — Present
As a Financial Services Professional at NYLIFE Securities LLC 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.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.I am not licensed in all jurisdictions.
Skills
- Management
- Asset Protection
- Workshop Facilitation
- Business Development
- Wealth Preservation Planning
- Multi-Generational Planning
- Strategic Planning
- Estate Planning
- Public Speaking
- Protection Planning/Family Security
- Gifting Strategies
- Multi-Generational Wealth Transfer
- Leadership
- Business Exit Strategies
- Key Person Protection
- Financial Services
- New Business Development
- Time Management
- Insurance
- Communication
- Buy-Sell Arrangements
- Small Business
- Retirement
- Retirement Planning
- Succession Planning
- 401k Rollovers
- Lifetime Income Strategies
- Legacies
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