For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Sanjiv K. Jaswal
About Sanjiv K. Jaswal
I'm a wealth advisor that helps people to organize. Most investment advisors focus on returns. I focus on goals and objectives that take time and organization to accomplish.
In my practice, I implement solutions under the umbrella of one of the largest wealth managers in the world. A CFP® certificant, I also have a BS in Economics from NYU (Stern School of Business).
I'm Most Proud Of: Helping clients evaluate their current situation, develop goals, and implement specific solutions that are right for them. For e.g., a 40 yr old has different needs than a person ready to retire.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
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.
- Property & Casualty: CT, NJ, NY, PA
- Variable Annuities: CA, CT, FL, MA, NJ, NV, NY, OH, PA, VA, WA
- Securities License: AZ, CA, CT, FL, GA, MA, MD, NJ, NV, NY, OH, PA, VA, WA
- Variable Life Insurance: CT, FL, MA, NJ, NV, NY, OH, PA, VA, WA( CA License #0L74072)
- Fixed Annuities: CT, FL, MA, NJ, NV, NY, OH, PA, VA, WA( CA License #0L74072)
- Life Insurance: CT, FL, MA, NJ, NV, NY, OH, PA, VA, WA( CA License #0L74072)
Sanjiv Jaswal 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. Sanjiv Jaswal offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 NY Coronavirus Information for Consumers (New York residents only.)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.