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Jason Margeson, Bankers Life Securities Financial Representative
- Financial Services
- Scarborough, ME
About this business
Location details
360 US-1 Ste 202, Scarborough, ME 04074, Scarborough, ME, 04074, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | Closed | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
From our very first conversation, Jason took the time to really listen and understand my goals and concerns. He explained everything clearly and laid out all of my options, guiding me through the process. He’s not only extremely knowledgeable, but he also genuinely cares about his clients’ long term success and peace of mind. If you’re looking for a financial advisor who is professional, approachable, and truly invested in helping you build a strong future, I highly recommend Jason.
Jason explained the intricacies of an annuity very clearly and showed how it would decrease my tax burden and protect my investment. I am very grateful for his time and professionalism.
I have worked with Jason for years! He is amazing! He listens to our needs and provides excellent advice and is extremely compassionate! I would recommend him 100%. You won’t be disappointed!
Jason is very knowledgeable about investments & the risk levels for managing funds during retirement. He assisted me & my husband in transferring our 401ks to a brokerage firm at the time of our retirement. He went above & beyond to ensure we felt secure in our investment options. We have referred others to him & know they will receive the same excellent customer service.
Moving over to Bakers Life, specifically with Jason has been one of the best decisions I have made. Not only is he smart, but it’s his compassion that makes me feel safe with the decision to move my money. He’s honest and caring and has his clients best interest as his priority. Thank you, Jason, for everything. You are a gem!
Frequently asked questions about Jason Margeson, Bankers Life Securities Financial Representative
How is Jason Margeson, Bankers Life Securities Financial Representative rated?
Jason Margeson, Bankers Life Securities Financial Representative has a 5 star rating with 23 reviews.
When is Jason Margeson, Bankers Life Securities Financial Representative open?
Jason Margeson, Bankers Life Securities Financial Representative is closed now. It will open on Monday at 9:00 a.m.
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