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Financial security. Everyone wants it, but many people don't know the best ways to achieve it. That's where I can help. As a Prudential financial planner, I offer comprehensive, fee-based financial planning services that can help you protect your family and your dreams. My approach is simple. First, I take the time to understand your priorities, then I offer objective advice and work with you to develop a plan that reflects your investment, retirement, insurance and estate planning needs. I can also help you pursue your goals with a wide range of financial products and services. Find out how my highly personalized approach to financial planning can meet your changing needs. Call me today to start planning for your financial security tomorrow.
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Changing Market and Economic Conditions
Changing market and economic conditions are a fact of life, but there are things you can do to help build your wealth, help protect against risk, and help ensure your family's financial security. One of them is to evaluate periodically your current financial situation, identify gaps, and choose appropriate insurance and financial products.
Contact me today to learn how to help ensure your family's financial security in a changing economic climate.
IFS-A141441 ED: 12/2007
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Professional
With my training, expertise, and commitment to my customers, I'm confident that I can provide a level of personalized service unmatched by my peers. As your financial professional, I will work tirelessly to help you achieve your financial goals - it's my promise to you. Please call me and together we can help today's financial dreams become tomorrow's reality.
Education
- Brandeis University, Bachelor of Arts, 1980
- American College, Chartered Life Underwriter, 1986, Chartered Financial Consultant, 1988
- College for Financial Planning, CFP, 1989
Personal
- Glenn and his family have been active members of their local synagogue, Temple Aliyah in Needham, MA for the past 21 years.
- He and his wife, Alisa have served in many positions on the board of trustees. Glenn is a former Chairman and currently serving as the Immediate Past President of Temple Aliyah.
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Insurance Licenses
Securities Licenses: FL, MA, MO, NJ, NY, RI, VA, WA
Life Insurance: MA, MI, MO, NY, VA
Variable Life Insurance: MA, MI, MO, NY, VA
Mutual Funds: FL, MA, MO, NJ, NY, RI, VA, WA
Fixed Annuities: MA, MI, MO, NY, VA
Variable Annuities: MA, MI, MO, NY, VA
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Request an Appointment With Me
It would be my pleasure to meet with you and discuss your financial and insurance needs. |
Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.
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Glenn Levine offers investment advisory services as a representative of Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco) and securities products and services as a representative of Pruco. Other products and services may be offered through a non-Pruco entity. 1-800-201-6690.
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