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David Jean Email
Financial Services Professional . The Moody Street Group
Newton, MA
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Employees:
50Revenue:
$8.4MAbout
ABOUT THE MOODY STREET GROUP The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners. The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs and values. Our associates are carefully trained and have backup and support, both locally and nationally, in each of our products and services. We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies. In an age when financial companies are willing to substitute technology for personal contact, our commitment to our client is: • Face-to face confidential meetings • Customized analysis • Personalized values based recommendations • Periodic monitoring of continued progress toward achieving financial goals Note: Securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 134 Rumford Ave, Suite 201, Newton, MA, 02466, (617) 916-5155. Insurance Representatives of American United Life Insurance Company® (AUL) and other insurance companies. The Moody Street Group, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.The Moody Street Group Address
134 Rumford AveNewton, MA
United States