Johnathan W. Fuentes


    Focus: Insurance Strategies, Retirement Income Planning, Estate Planning, Retirement Strategies, Risk Management Strategies, Investment Strategies, Financial Education

    Languages: English

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs.

     Contact me to discuss your financial future.

    Education

    Vaughn College (2009-2015)

    Community Involvement

    League of Extraordinary Black Nurses

    See Johnathan’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Johnathan

    *Fields are required

    New York Satellite Office - Broad St

    Satellite Office

    80 Broad St.Suite 3102
    New York, NY 10004

    CRN202008-234829