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Jonathan Schofield
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.®
Direct Phone:
(603) 230-3280(603) 230-3280
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Meet Jonathan Schofield
licensed in
FL, MA, ME, NH, TN, TX
FL License: G097706
professional background
Joined Bankers Life in 2009Became a Financial Representative in 2018Began work in the Insurance Industry in 2009Education: Bachelors Degree in Writing/Communications from UMASS Dartmouth (1999)
Jonathan Schofield, Bankers Life Securities Financial Representative in Concord, NH
8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PM 8:30 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(603) 224-5384(603) 224-5384
Direct Phone:
(603) 230-3280(603) 230-3280
Cell Phone:
(603) 502-5393(603) 502-5393
Branch Info
6 Loudon Rd
Ste 302
Concord, NH 03301
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 8:30 AM - 5:00 PM |
| Tuesday | 8:30 AM - 5:00 PM |
| Wednesday | 8:30 AM - 5:00 PM |
| Thursday | 8:30 AM - 5:00 PM |
| Friday | 8:30 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Wealth Management Services
Whether you're building wealth, protecting your family, or preserving your assets, our wealth management services are tailored to your goals—now and for the long term.
Investment management
Receive expert guidance from financial advisors on asset allocation, market trends, and strategic decisions involving mutual funds and exchange-traded funds—tailored to your goals, risk tolerance, and time horizon.
Retirement planning
Create a personalized plan to help you save, invest, and generate income, bringing more clarity and confidence to your retirement years.
Education/College planning
Build a 529 plan funding strategy that ensures you're setting aside the right amount to support your children's or grandchildren’s education goals.
Cash flow planning
Track income and expenses to gain better control of your finances, so you can allocate excess cash toward your priorities and long-term goals.
Income planning
Design a reliable income strategy that supports your lifestyle—whether you're preparing for retirement or already enjoying it—using solutions such as variable annuities and other income-generating investments.
Insurance planning
Develop a protection strategy to safeguard your family and finances from the impact of unexpected life events, with solutions such as life insurance and long-term care insurance.
Additional Products & Services Offered in Concord, NH
Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
ExploreAnnuities
Learn how an annuity can help protect and grow your retirement savings.
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Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators (7)
Insurance Calculators (7)
For information and educational purposes only. Does not constitute investment advice or a recommendation.
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Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Jonathan Schofield
5.0
Rating 5.0
(4 Reviews)- October 23, 20255.0 out of 5.0Rating 5.0Great customer service
- October 21, 20255.0 out of 5.0Rating 5.0Jonathan explained the best policy for us.
- July 15, 20255.0 out of 5.0Rating 5.0Jonathan Schofield is a wonderful representative. He helped us set up our daughter and now he has helped me. He never fails to get back to you if you have a question and is always right on time at his appointments and he is a very pleasant person to interact with. I would highly recommend him to my friends and family.
- September 16, 20245.0 out of 5.0Rating 5.0Here is my new phone number 6036082487
Displaying reviews 1 - 1 out of the 4 most recent
Frequently Asked Questions
Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Insights From Jonathan
Making Life Insurance part of your “Life” story
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Meet Your Financial Advisor
Let’s start with a conversation. I’ll take the time to understand your goals, values, and vision for the future. Give me a call at (603) 502-5393 or fill out the form. I’ll be in touch soon.
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