Welcome to the new TEAMReferralNetwork.com Your old username and password will not work. If you have not received an invitation, you will soon.

Forgot your password?

Menu
866.311.TEAM (8326)
Jacques Richmond
Business Name:
New York Life / NYLIFE Securities
Business Description:
Financial Services Professional
How Business Creates Value:
I help individuals and businesses make smart financial decisions to reach their goals—like for example, retiring comfortably, buying property or paying off debt—by creating personalized plans based on their income, expenses, assets, and priorities. My recommendations covers budgeting, investing, insurance, taxes, and estate planning.
How Member Creates Value:
Holistic financial Services Professional helping individuals and business owners to create, build, preserve and transfer wealth.

Skills

  • Financial Services Including:
  • Retirement Planning
  • Business Planning
  • Financial Planning

Credentials

  • TEAM Member since 2025
  • MBA
  • FSCP
  • Agent
  • Registered Representative (FINRA/SEC)

Interests

  • Music Production

Experience

  • 3 years NYL

Languages

  • English