Joe Riordon, Financial Services Professional

Joe Riordon, Financial Services Professional

Joe Riordon, Financial Services Professional locationBraintree, MA, Norfolk

(4 Reviews)

*Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

As a licensed Agent of New York Life Insurance Company I offer 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. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies . Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

My registered branch is located at 201 Jones Road, 5th Floor, Waltham, MA 02451. (781) 647-4100

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

I am not licensed in all jurisdictions.

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Joe Riordon, Financial Services Professional Reviews

Reviews


Review of Joe Riordon, Financial Services Professional by Ciara O'Connell
5 Ciara O'Connell

Joe was so easy to work with and made the process painless!

Review of Joe Riordon, Financial Services Professional by Erin McMillen
5 Erin McMillen

I had Joe look at my current whole life insurance plan through my employer, as well as a retirement account I was no longer contributing towards. After reviewing everything he told me I had a great plan lined up with my current whole life, and I should stick with that. He could have encouraged me to move my account to his company, but operated with honesty and integrity. He helped me move my other account to a more aggressive plan. He explained everything thoroughly and I truly appreciated his honesty and his patience with my many many questions!!

Review of Joe Riordon, Financial Services Professional by Mark McHale
5 Mark McHale

After finding myself unemployed I had to make some serious decisions as what to do with my long term investments. I turned to Joe to provide me with some options and I am so glad that I did. Not only did he offer many different options but he solicited the assistance of agents with extensive experience in long term retirement and brought him to my house for a personal one on one visit. The options were thoroughly explained and laid out to me. Numerous handouts were given to me to provide a visual depiction of each option which I found most helpful.

I am not one to make quick decisions when it comes to my money or my retirement. I had many questions over many weeks and Joe was quick to provide me with the information needed to make a decision I believed was best for me and my family. Never did I feel pressured into making a decision or choosing an option that I felt did not work for my situation.

If you are looking for someone to help you with your investments, set up a fund for retirement or make changes or alterations to an existing plan, I strongly encourage you to reach out to Joe. His dedication to providing sound, solid guidance and advice is un paralleled.

Review of Joe Riordon, Financial Services Professional by Josh King Sr.
5 Josh King Sr.

Once I got married and had a little guy on the way, I knew I it was time for me to put more thought into the financial health of my family. I got put in touch with Joe by a mutual friend, and I am extremely glad I did. He took me through his process and made me think about a lot of things that I hadn't thought of, and maybe some others that I didn't really want to think about. I was extremely comfortable with how he handled things, and at the 2nd meeting he presented a plan to me that made a ton of sense.

He put protection in place to take care of my family if anything ever happened to me, and also rounded out my investment portfolio by cutting my fees on an old 401k in half and making my investments better compliment themselves. We have been in touch on a regular basis since, which really lets me know he is looking out for me and I'm not just a number to him. That was really important to me.

Joe Riordon, Financial Services Professional


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Joe Riordon, Financial Services Professional Q&A

Company Q&A

What do you love most about your job?

Helping people is honestly what I love the most about my job. I have always been an outgoing person who enjoys other's company. Finding a career that allows me to meet a lot of new people and do a service for them that puts them and their loved ones in a better position for everything life has in store for the future is extremely rewarding. While I will admit that not all of my friends end up becoming clients, almost all of my clients end up becoming my friends.

What inspired you to start your own business?

I had spent my previous 8 year managing people. It was a position that did allow me to meet a lot of new people, which I liked. However, running an office and having between 50-75 employees at all times also made me head disciplinarian and the one who carried out terminations; that part was horrible. While I did excel in the field, and I was compensated well, I wasn't getting any younger and decided to take a chance; making a change when I was at a crossroads of taking my next step up the corporate ladder. I am so glad I took the chance as I feel like I have now found my true calling. No looking back!

Why should our clients choose you?

Clients should choose me because of who I am. I am extremely passionate about what I do and will always put my client's needs first. I never allow any kind of pressure to be brought into my meetings. I will ask my questions, get to know my prospect while they get to know me, and then offer my recommendations. I make sure my clients understand all the whys, whens, hows, and what ifs that go into every aspect of their financial plan and why I am making the recommendations that I am presenting. I am not the cute young guy or girl that is going to try to charm you into whatever makes them the highest commission. No, I am the 37 year old fat guy that works his butt off to make sure everything you want to happen, happens. That every step I am leading you down, is the step you should be taking. I also offer 24/7 availability to all of my clients because I feel the planning we do together is of the utmost importance.

Services provided by Joe Riordon, Financial Services Professional

Services

Financial Planning

The ground level of any solid financial plan is protecting your family's sources of income in case of the loss of a provider of the household income. My process offers the opportunity to dig a bit deeper into what exactly you, or your spouse and you, would want to have covered in the case of said tragedy. Would you want your mortgage paid off? Funds available for child care so the surviving spouse could continue to work? Would it affect your plans for your children's education? Estate taxes? Spouse's retirement income? Charitable donation? Everyone's plan is different.

Mortgage Protection

If you purchase a home with someone, you are usually entering at least a 30 year term where you will be responsible for the payments. What would happen the other party or parties if your income was no longer being provided? It's a good idea to get protection for your newfound debt!

401K Rollover

When you leave a job, do you leave your assets behind? Most people take everything right down to their beloved staplers. Why on earth would you take the stapler and leave savings? A rollover is usually going to be your best option but I would love to review with you, find out, and explore your options.

Retirement Planning

A lot of people are just contributing to their company sponsored retirement programs with no real plan. When can you retire? How much will you need? When do you have to start taking your distributions? When would be the best time for you to start taking your social security benefits? Are you currently paying too much in fees? Getting the return you should be on your investments? What risks should you be worried about? I can help

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