Creative Wealth Solutions and Insurance Services, LLC

Creative Wealth Solutions and Insurance Services, LLC Creative Wealth Solutions is here to provide quality wealth management, insurance planning & financial planning to individuals, families & businesses.

Jason Bourque, Blair Breton, Donovan Dunn, William Charrier 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. Jason Bourque, Blai

r Breton are Financial Advisers offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Jason Bourque, Blair Breton, Donovan Dunn, William Charrier are also licensed as an Agents with New York Life Insurance Company and a Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

2048 Washington Street
Suite 2
Hanover, MA 02339
(781)347-3424

Jason Bourque, Blair Breton, Donovan Dunn, William Charrier are not licensed in all jurisdictions. Neither Creative Wealth Solutions and Insurance Services, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Creative Wealth Solutions and Insurance Services, LLC is not owned or operated by New York Life Insurance Company or its affiliates. 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.

Address

101 Accord Park Drive, Suite 201
Norwell, MA
02061

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