Joel Chouinard - New York Life/NYLIFE Securities
I specialize in helping owners of closely-held businesses maximizing their retirement savings in a tax-efficient manner, while minimizing some of the risks associated with business succession planning. My current clients are successful small businesses in the Richardson, Texas area. I’m looking to bring my expertise and experience to similar businesses throughout the Dallas/Fort Worth metroplex.
By trade, I am a Registered Representative and I offer securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), a licensed insurance agency and a New York Life company. Additionally, 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.
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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.
North Dallas Sales Office
2600 Network Blvd, Suite 130
Frisco, TX 75034