Keefe & Co

Leisman Insurance Agency Inc. is an independent insurance agency located in Waltham, MA, specializing in estate and business planning for high-net-worth families and individuals. The agency is committed to providing tailored insurance solutions while ensuring clients receive professional guidance on tax, legal, and accounting matters from their own advisors. Jennifer Leisman Dessert, a licensed agent with extensive experience, represents the agency and offers insurance products through New York Life Insurance Company, as well as various other independent insurance companies across several states. Leisman Insurance Agency Inc. operates independently and is not owned or affiliated with New York Life Insurance Company or its affiliates. Generated from the website

New York Life Insurance Company, nestled in Waltham, MA, boasts a rich history spanning over a century as a reputable provider of insurance and financial services. Their offerings extend nationwide, catering to diverse needs with a comprehensive suite of solutions such as life insurance, retirement strategies, and investment planning. Aiming to safeguard the financial futures of individuals, families, and businesses alike, the company emphasizes the importance of strategic financial planning tailored to different life stages. Renowned for fostering enduring client relationships, New York Life blends seasoned financial expertise with a versatile product portfolio, ensuring adaptability to evolving financial aspirations and requirements. Standing tall as one of the largest mutual life insurance providers in the nation, the company upholds a legacy of dependability and steadfastness, embodying a commitment to delivering reliable financial security solutions to its broad clientele base. Generated using this brand's available information

Commonwealth Financial Network is the second largest privately held independent broker/dealer in the nation. The firm is 100 percent owned and controlled by the management of the firm, which has more than 160 years of combined experience in the industry. The company offers an array of services, including wealth management, investments and research, planning, insurance and advisory services. The company is licensed to work in all 50 states. Commonwealth is also the recipient of numerous awards, including being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company has offices in Waltham, Mass., and San Diego.