Joel Almquist is dedicated to the highest level of personal client service and experienced advice. He received his Bachelor’s Degree in Mechanical Engineering from San Diego State University after completing his first two years at the United States Naval Academy.
Joel’s industry experience started at AXA Advisors in 2007 and he joined the New England Financial family in 2010. This move allowed Joel to utilize a sophisticated platform of investment and insurance management tools to better serve his client's financial needs. His engineering background has given him the technical ability to take complex concepts like retirement and risk management and pull them together to help create a robust plan for his clients. Joel believes that planning is the key to success and a solid client-advisor relationship is necessary to accomplish one's goals.
Our services include:
•Fee-Based Wealth Management
•401(k), 403(b) and Defined Benefit Plans
•Pension Planning and Payout Alternatives
•Risk Management Through Life and Disability Insurance
•Estate Conservation and Charitable Giving Strategies
•Business Protections and Succession Planning
CA Insurance Lic. 0F68566
I am licensed to sell securities in: CA, AZ, NV, OR, MO, and MN. I am a registered representative of and offer securities and investment advisory services through MSI Financial Services, Inc. (also known as MetLife Securities, Inc. in some states), member SIPC (www.sipc.org). Supervisory address: (10960 Wilshire Blvd., Suite 2100 Los Angeles, CA 90024) (310) 689-3300. MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives. MassMutual refers to Massachusetts Mutual Life Insurance Company.