Jonathan G. S. Pearl
Financial Planner
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
Languages spoken by this financial professional: English (natively); French, German, Czech (conversationally)
Everyone who has gotten where they are, started where they were.
Jonathan G. S. Pearl
Financial Planner
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Jonathan G. S. Pearl
About Jonathan G. S. Pearl
Working with individuals, families, and small businesses to plan and prepare for their successful financial futures.
I bring a richness of life experience to help identify your core financial needs, goals, and objectives. Together we will seek appropriate and beneficial solutions to achieve them.
I'm Most Proud Of: Knowing my efforts are helping clients mark successful milestones in life and ensuring their family's financial future. There's nothing more rewarding than that.
Solutions
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
The Prudential Difference
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- Variable Annuities: CA, CT, FL, MA, RI, WI
- Securities License: CA, CT, FL, IL, MA, RI, WI
- Variable Life Insurance: CT, FL, MA, RI, WI( CA License #0N00035)
- Fixed Annuities: CT, FL, MA, RI, WI( CA License #0N00035)
- Life Insurance: CT, FL, MA, RI, WI( CA License #0N00035)
Jonathan Pearl is associated with the The Southern New England Financial Group Office, 2 Corporate Drive, Suite 440, Shelton, CT, 06484-6249, Managing Director: Steven Silverman, Phone: 203-402-3200. Jonathan Pearl offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Jonathan Pearl offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.