Joseph F. Metzger

Joseph F. Metzger

Financial Representative
CA Insurance License # 0C90316

Visit my web site!

Thompson Financial Group
5410 Trinity Road Suite 102
Raleigh, NC 27607

Phone: (919)334-3432
Fax: (919)854-1234
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Masters Conference Qualifier: A New England Financial honor given to outstanding individuals who exemplify the highest standards of personal integrity, professionalism, customer service and sales achievement.

BUSINESS PHILOSOPHY
 
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
PRODUCTS AND SERVICES
  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Investment Strategies
 
QUALIFICATIONS
  • 28-Consecutive year Million Dollar Round Table
  • 29Years in the Financial Services Industry
 
PERSONAL
  • Resides in Wakefield Plantation
  • Wife, Lori and 5 Children
 
ORGANIZATIONS
  • Member NAIFA, MDRT
  • Member St. Catherine of Siena Church
  • Knight Grand Cross of the Holy Sepulchre

 

* I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances. Securities products are offered through registered representatives of New England Securities Corp. a broker/dealer (member FINRA/SIPC). 501 Boylston Street, Boston, MA 02116. New England Financial is the service mark for New England Life Insurance Company and New England Securities Boston, MA.