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Joshua Maclean, Agent, New York Life
- Financial Services
- Polk City, IA
About this business
As a Financial Services Professional I am able to help map out a path and create a strategy for future financial goals. I also build foundations to address unexpected events that can disrupt the plan. I work with clients using Life insurance, investments, college funding plans, retirement strategies, and long term care, etc. to help make the journey easier to travel.
Location details
212 Van Dorn St suite d1, Suite D1, Polk City, IA, 50226, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:00 p.m. | |
| Tue | 9:00 a.m. to 4:00 p.m. | |
| Wed | 9:00 a.m. to 4:00 p.m. | |
| Thu | 9:00 a.m. to 4:00 p.m. | |
| Fri | 9:00 a.m. to 4:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Josh is a great agent who has taken care of the financial planning concerns of my family. His first priority was to examine our existing products and then he made suggestions to ensure all of our bases were covered. He was not pushy in his sales, but he did make sure we were aware of all possible circumstances. I would and have recommended friends and family for his services.
Josh took the time listen to my concerns and needs for starting a long term investment. He worked through the numbers with me to weigh pros and cons of various amounts within my budget and the long term effects on my account. He helped me carefully weigh additional options to determine if they would be good investments for my situation or not. He responded quickly to my inquiries on the account and helped make the requested adjustment. I have been very happy with the process and follow through of this office.
Josh is an excellent agent. He always keeps his clients objectives and needs top of mind. He isn't afraid to have tough, honest, conversations with his clients and explain the reasons why he is making a suggestion. Josh is very trustworthy and knowledgeable.
Josh is a great agent. He takes the time to understand his clients' needs before making recommendations. He clearly explains how different options will affect you now and in the future. And he's very relatable.
Josh took his time and gave us all of our options and told us the pros and cons of each option. I felt very well informed about everything and was not pressured at all to make a decision. Josh knows his stuff and I will continue to use him in the future and I highly recommend him. He is truly one of the good guys who genuinely cares about his clients!!
Frequently asked questions about Joshua Maclean, Agent, New York Life
How is Joshua Maclean, Agent, New York Life rated?
Joshua Maclean, Agent, New York Life has a 5 star rating with 5 reviews.
When is Joshua Maclean, Agent, New York Life open?
Joshua Maclean, Agent, New York Life is closed now. It will open on Monday at 9:00 a.m.
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