Jason Bourque

Jason Bourque

Founder/Partner

Phone: 781-347-3420
Fax: 508-279-4402
Mobile Phone: 781-789-1469
E-mail:
 

Jason Bourque has been in the insurance and financial services industry since 2006. Jason focuses on retirement and estate planning for professionals, businesses and families.  Through careful research and planning, Jason helps his clients gain focus on what is most important to them; creates a plan to help achieve and protect these goals; and coordinates with other professionals to ensure clients have a comprehensive and integrated financial plan.

Jason is a graduate from Franklin Pierce University with a Bachelor of Science in Financial Management, and has been a member of the National Association of Insurance and Financial Advisors since 2007.  Jason has also been a qualifying member of the Million Dollar Round Table1 since 2015.

Jason enjoys traveling, playing golf and spending time with his wife Lauren and their two boys Grayson and Parker.

  • Financial Advisor offering investment advisory services through Eagle Strategies, LLC
  • Member of NAIFA (National Association of Insurance & Financial Advisors)
  • Qualifying Member of MDRT (Million Dollar Round Table) since 2015
  • Presidents Council Qualifier2 with New York Life since 2015
  • Lions Club member (Norfolk, MA chapter)

 

1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

2A sales performance achievement award.

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