Modern Wealth Strategies, LLC
Financial Services - , ,
Modern Wealth Strategies, LLC Employees
Modern Wealth Strategies, LLC Details
Joshua A. Gonzalez, CFP®, ChFC®, CLU® with Modern Wealth Strategies, LLC provides quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals. The company offers 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. Joshua A. Gonzalez, CFP®, ChFC®, CLU® is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Joshua A. Gonzalez, CFP®, ChFC®, CLU® is also Registered Representative(s) of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 8075 Leesburg Pike, Ste. 400, Vienna, VA 22182. (703) 749-3700. Joshua A. Gonzalez, CFP®, ChFC®, CLU® is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. Joshua A. Gonzalez, CFP®, ChFC®, CLU® is not licensed in all jurisdictions. Modern Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
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