Jason Margeson, Bankers Life Advisory Services Financial Advisor
5.034 reviews
Business Details
About
Financial Planner
Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our 1.1 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. Bankers Life is part of CNO Financial Group, Inc., whose companies provide life and health insurance, annuities, financial services and workforce benefits solutions.
Location
Jason Margeson, Bankers Life Advisory Services Financial Advisor
360 US Route 1, Scarborough, ME
04074, United States
Hours
Reviews
5.0
23 reviews
5 stars
23
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1 star0
- KRKelly RanieriSep 24, 20255.0From our very first conversation, Jason took the time to really listen and understand my goals and concerns. He explained everything clearly and laid out all of my options, guiding me through the process. He’s not only extremely knowledgeable, but he also genuinely cares about his clients’ long term success and peace of mind. If you’re looking for a financial advisor who is professional, approachable, and truly invested in helping you build a strong future, I highly recommend Jason.
- JPJanet PaulinJun 13, 20255.0I have worked with Jason for years! He is amazing! He listens to our needs and provides excellent advice and is extremely compassionate! I would recommend him 100%. You won’t be disappointed!
- GNGreg NaylorJun 13, 20255.0Jason explained the intricacies of an annuity very clearly and showed how it would decrease my tax burden and protect my investment. I am very grateful for his time and professionalism.
- BDBeth DoreMay 29, 20255.0Jason is very knowledgeable about investments & the risk levels for managing funds during retirement. He assisted me & my husband in transferring our 401ks to a brokerage firm at the time of our retirement. He went above & beyond to ensure we felt secure in our investment options. We have referred others to him & know they will receive the same excellent customer service.
- HPHeidi PerhamAug 21, 20225.0Jason is great. He is easy to work with and really knows his stuff! For my husband and I, we needed a lot of hand holding about retiring, dealing with our finances, what retirement plans we needed based on our personal situation and he has taken the time to explain everything to us, sometimes more than once to help us understand everything. If you call or email Jason, he always answers right away and comes to our house for every appointment, which is great! We are ready to retire now and we feel really confident and secure with Jason and Banker's Life!!!
Frequently Asked Questions About Jason Margeson, Bankers Life Advisory Services Financial Advisor
What types of insurance products does Jason Margeson at Bankers Life offer?
Jason Margeson provides a broad selection of life and health insurance products designed for Americans near or in retirement.
Where is Jason Margeson, Bankers Life Advisory Services Financial Advisor located?
The office is located at 360 US Route 1, Ste 202, Scarborough, ME 04074, USA.
What are the business hours for Jason Margeson's office?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends and listed holidays.
How can I contact Jason Margeson at Bankers Life?
You can reach Jason Margeson by phone at +1 207-536-2742 or email at jason.margeson@bankerslife.com.
Is it possible to book an appointment online with Jason Margeson?
Yes, appointments can be requested online through the reservation URL: https://agents.bankerslife.com/me/scarborough/360-us-route-1/jason-margeson?requestAppointment=true.
What should I expect from my financial advisor at Bankers Life?
Agents at Bankers Life take the time to get to know you, listen to your needs and values, and help you meet your goals for a secure retirement.
Who are some nearby Bankers Life agents that I might also consider?
Nearby Bankers Life agents include Amber Shaw, Emily Wood, Joshua Labrie, Cassandra Mancuso, and Carter Laforce, among others.
What local financial services are nearby to Jason Margeson’s office?
Nearby financial services include Supreme Lending - Maine, Primary Residential Mortgage, Inc., Gateway Title of Maine, and Modern Woodmen of America.
Are there any local amenities near the office that customers might want to visit?
Customers might visit local spots such as Elina Rose Aesthetics for spa services, Mainely Wraps for sandwiches, or GoZone Fitness for workouts near the office.
What is the background of Bankers Life as a company?
Founded in 1879, Bankers Life is part of CNO Financial Group, offering life and health insurance, annuities, financial services, and workforce benefits solutions with 4,500 agents nationwide.