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Your Registered Representative & Insurance Agent MAX WILLIAM PAULSEN
2800 WEST MARCH LANE SUITE 324, STOCKTON, CALIFORNIA 95219
Cell:
209-981-1318
Email: mwpaulsen@ft.newyorklife.com
My approach.
Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
Solutions to fit your needs.
Here to help you plan for today and tomorrow.
With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.
Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.
My Credentials:
Licensed to assist with:
Protect your family – now and into the future.
Tell me a bit about yourself, and I will call you to discuss a personalized strategy.
Here's how I can help.
We believe Love Takes ActionTM
Through services ranging from life insurance to financial strategy, weʼve helped millions turn their love for their families into policies that help protect them. We personally serve each client by providing guidance and support through lifeʼs biggest moments.
Life is a journey. We're here to help you along the way.
Planning for retirement.
How do you make sure that you’ll have the income you need as you head into retirement? You may want to consider a policy that lets you maintain your lifestyle, helps you save, helps cover some costs for extended periods of care, or provides a stream of income when you retire.
Getting married.
Merging your personal and financial lives means figuring out what works best for the two of you. You can customize a plan to protect you now and grow with you into the future.
Growing your family.
With the right approach you can safeguard your family's future and prepare for your own financial needs. We can help you protect your biggest assets and also give you access to funds to help with big expenses like tuition or surprise expenses like medical bills or home repairs.
I'm here to help. Contact me any time.
2800 WEST MARCH LANE SUITE 324, STOCKTON, CALIFORNIA 95219
Cell:
209-981-1318
mwpaulsen@ft.newyorklife.com
2800 WEST MARCH LANE SUITE 324, STOCKTON, CALIFORNIA 95219
MAX WILLIAM PAULSEN
CA Insurance License #4030395
Not licensed to sell in all jurisdictions.
MAX WILLIAM PAULSEN Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.