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Jason Margeson, Bankers Life Securities Financial Representative
- Financial Services
- Scarborough, ME
About this business
Bankers Life Securities focuses on the securities and investment needs of middle-income Americans who are near or in retirement. Through our approximately 550 dedicated Financial Representatives registered with Bankers Life Securities, Inc. and 220 Investment Advisors registered with Bankers Life Advisory Services, Inc., we provide investment solutions that help meet our clients’ goals for their financial future. Our investment approach revolves around identifying clients’ unique investment needs and creating a p... read more
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 |
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!
I’ve worked with Jason for several years now and have always been pleased with his advice and management of my financial products. He explains things well and provides guidance and options, but doesn’t push me one way or the other. I highly recommend him to anyone seeking a financial advisor.
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 22 reviews.
When is Jason Margeson, Bankers Life Securities Financial Representative open?
Jason Margeson, Bankers Life Securities Financial Representative is closed now. It will open tomorrow at 9:00 a.m.
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