James Holdredge-New York Life
James Holdredge-New York Life

James Holdredge-New York Life

Offers remote services
Offers remote services
contact for price

Zip code
Annual income

Responds in about 50 min

Introduction: Helping clients understand their options and achieve their goals are what make my job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
Overview

Serves Scranton, PA

Background checked

50 employees

147 years in business

Social media

Facebook

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

Exceptional 5.0

8 reviews

5
100%
4
0%
3
0%
2
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1
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Read reviews that mention:


Joseph T.

Mr. Holdredge was a very nice man. I am not very technically knowledgeable when it comes to money and marketplaces, but he was calmly able to answer all my questions and issues. He was very clear, concise, and confident in the answers he gave. We were able to develop a plan to help me grow my money in ways I want to. He was able to present relavant information and tools that helped visually show me what the plans meant in real time. I plan to come back to Mr. Holdredge with my questions and to manage my finances. I will be recommending him to my friends and family.
Feb 17, 2021
Sherri G.

James Holdredge was very professional from start to finish. He was very patient throughout the process and I felt like he truly valued me as a customer. Would highly recommend!
Feb 20, 2021
Anthony S.

Dealing with James has been a pleasure and he was able to explain things in common terminology that everyone can understand. Very responsive to questions and feedback. Incredible agent!
Feb 19, 2021
Philip J.

If all 5 categories could be marked I would. James has great work quality and not only showed amazing professionalism but he was amazing with find all the answers I needed in a timely manner and getting back to me. He also showed me the true value of having life insurance and making sure that if something happened that your loved ones are taken care of.
Feb 18, 2021
Nicholas H.

This was my first time applying for life insurance. The agent that I worked was named James, he very helpful and personable in providing information that identified with my needs for life insurance. I would recommend James at New York Life to anyone in need of life insurance.
Feb 17, 2021
Credentials
Background Check

James Holdredge

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I get paid from New York Life, so I never see a penny of the money you have worked so hard to earn. That stays with you. Our solutions have fees and charges associated that are in line with the industry standards

  • What is your typical process for working with a new customer?

    I am in the buisness of providing solutions. I very rarely do any buinsess in one meeting, ususally this is a three meeting process. The first meeting is to introduce myself and get some of your information. This is where we find out if we want to work together. I may not be a fit for you or vice versa. This is pretty much a discovery meeting. The second meeting is to present a plan of attack. We will address your most pressing need first. After that we can address other concerns. The third meeting is to move forward or not with the recommendation. If you do decide to move forward, we will conduct yearly reviews with you to update any information and/or address further needs.

  • What education and/or training do you have that relates to your work?

    I have bachelors in Buisness Administation. In addition to this I am regisetred with FINRA and have my Series 6 and 63 licenses.

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