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Next Generation Wealth, LLC

Jody Young Clement

Founder & Partner
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A Third Generation Financial Firm Rooted in

Integrity, Performance & Trust

Contact Us

201 Jones Road, 5th Floor
Waltham, MA 02451

Phone: 781-398-9838
Fax: 781-398-9199
smmazzola@nxtgenwealth.com

Linkedin

65 South Street, Suite 65
Hopkinton, MA 01748

Phone: 978-298-2545
Fax: 800-880-4050
jyclement@nxtgenwealth.com

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Schedule a Meeting with Jody

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Disclosure

Jody Clement is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M39356), CO, CT, FL, GA, IN, LA, MA, MO, NC, NH, NJ, NY, PA, RI, TN, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jody Clement is licensed and authorized to offer insurance in California, but Next Generation Wealth, LLC may not be. For additional information on California licensure status, please click here.

Jody Clement is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 65 South St Ste 108, Hopkinton, MA, 01748, 978-298-2545. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IN, MA, MD, ME, MO, NC, NJ, NY, PA, RI, SC, TN, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jody Clement is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, GA, IN, MA, MD, ME, MO, NC, NJ, NY, PA, RI, SC, TN, TX, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The 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.

Sandra Mazzola is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M09845), CT, DC, FL, IL, IN, LA, MA, MD, ME, MN, MS, NC, ND, NH, NY, RI, SC, SD, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sandra Mazzola is licensed and authorized to offer insurance in California, but Next Generation Wealth, LLC may not be. For additional information on California licensure status, please click here.

Sandra Mazzola is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-9838. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MA, MD, ME, NC, NH, RI, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Sandra Mazzola is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, MA, MD, ME, NC, NH, RI, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

The 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.

Next Generation Wealth, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Next Generation Wealth, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Next Generation Wealth, LLC Logo
  • About
    • About Our Firm
    • Meet Our Team
    • Strategic Alliances
    • Our Process
  • Expertise
    • Business Solutions
    • Personal Solutions
    • Working with Other Professionals
  • Education
    • Calculators
    • Helpful Links
  • Contact Us
  • Client Logins
    • eMoney
    • Virtual Service Center
    • NYLife Securities
    • American Funds

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