Teresita Marquez
Financial Services Professional@ MassMutual Northern California
San Jose, California, United States
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Teresita Marquez is a licensed Financial Services Professional with 9.1 years of experience. She specializes in customer service, sales, marketing, team building, and management. Based in the United States, Teresita offers a range of insurance and financial products that cater to various needs, including college funding, retirement planning, and lifetime income strategies. She is highly knowledgeable about tax, legal, or accounting advice, and is not licensed in all jurisdictions. Teresita's expertise and experience make her a valuable asset in providing tax, legal, or accounting advice to clients.
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Emails and Phone Numbers

@newyorklife.com
@massmutual.com
@yahoo.com
@ft.newyorklife.com
+1 843285****
+1 925979****
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About

As a licensed Financial Services Professional, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither MassMutual Silicon Valley, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. My California Insurance license number is 0J03990

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Work Experience

3003 Oak Road, Walnut Creek, CA, 94597, US

Financial Services

118
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Teresita Marquez's Professional Milestones

  • Agent (2014-09-01~): Providing comprehensive guidance and support to clients, helping them achieve their personal growth and achieve their goals.
  • Financial Services Professional (2016-01-01~): Provided exceptional financial support to clients, optimizing their financial management processes and enhancing overall business performance.