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Next Generation Wealth, LLC

Jody Young Clement

Founder & Partner
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                              proud to offer NYL

                              Jody and Sandra and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual independent rating agency commentary as of 9/30/21.)


                              apg logo

                              The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Jody and Sandra can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.


                              marcus agency logo

                              Marcus Agency is an unaffiliated privately-owned family-operated insurance brokerage general agency. They provide access to us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our relationship with the Marcus Agency complements our mission to provide our clients with objective solutions to suit their individual needs.


                              Contact Us


                              201 Jones Road, 5th Floor
                              Waltham, MA 02451

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

                              Linkedin
                              201 Jones Road, 5th Floor
                              Waltham, MA 02451

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

                              Schedule a Meeting with Sandra
                              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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