Jason W. Levine,  CFP<sup>&reg;</sup> - Financial Advisor

Jason W. Levine, CFP®

733.98 Miles

Lincoln Investment- New England

303 Wyman Street, Ste 317
Waltham, MA 02451
(781) 647-3050 x 5491

General

Jason Levine is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Lincoln Investment- New England in Waltham, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Helpful Financial Planning Resources