Jesse Shogren-Financial Professional, New York Life

I help individuals, families, and business owners build strategies to protect what they’ve worked for and prepare for the future. I focus on retirement planning, wealth accumulation, life and…

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5.0

Based on 7 reviews

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CP
Chris Pace6d ago
Pastor

Jesse was very professional. He did not try to push any products on us. They didn’t make sense for us. His character was exemplary.

JH
Josh Heiny19d ago

Jesse has helped me begin investing in retirement as well as helping my family with life insurance. He is not a pushy salesman that wants your money. He is a man that follows Christ, has found his calling, and has found a place of work in which he can do it! I reccomend Jesse for investing, for life insurance, and anything else he might have to offer

RC
Ryan Casto20d ago
Highly Recommend!

I highly recommend Jesse Shogren! He's incredibly knowledgeable and took the time to really walk me through my options for the future — retirement, protection, the whole picture — instead of just pushing a quick sale. He responded fast, explained things in a way that actually made sense, and clearly cared about building something that fit my specific situation. If you want someone who treats your financial planning like it matters, Jesse's your guy.

SB
Steven Blanton21d ago
Professional and Caring

Doesn’t take long to learn Jesse is a man of integrity and professionalism. Very thorough in his approach and truly seeks to meet the needs of his clients without pressure. Couldn’t ask for a better experience. Christlike. Kind. Accommodating. Highly recommend.

KN
Kelly Noble21d ago
Professional and knowledge with excellent follow up

We couldn't be happier with Jesse as our life insurance agent. He is incredibly professional, knowledgeable, and genuinely takes the time to understand your family's needs. Jesse helped us add additional policies to better protect our family, and he went above and beyond to find options that were affordable enough for us to provide coverage for our young adult children as well. His communication and follow-up have been excellent from start to finish. We always felt informed, never pressured, and confident that we were making the right decisions for our family. If you're looking for a life insurance agent who truly cares about his clients, knows his business, and follows through, we highly recommend Jesse!

JSJesse ShogrenOwner17d ago

Thank you Kelly! I appreciate you giving me the opportunity to work with your family. It really means a lot.

EP
Ethan Pace21d ago
A Man of Faith, Integrity, and Genuine Care

I’ve had the privilege of knowing Jesse Shogren for many years, and I can confidently say that he is a man of genuine faith, strong character, and integrity. Jesse is the kind of person who strives to live out his faith not just in words, but in the way he treats people and conducts his business. He genuinely cares about others and approaches his work with honesty, compassion, and a servant’s heart. His commitment to his faith is evident in the way he leads his family, serves others, and builds relationships. As a husband and father of two adopted children, Jesse has demonstrated a deep commitment to family and the values that matter most. He and his wife have built a wonderful family centered around faith, love, and service. In his work with New York Life, Jesse brings that same integrity and care to the people he serves. I would have no hesitation recommending him to anyone looking for someone they can trust with important financial and life decisions. More than simply being a good businessman, Jesse is a good man—and someone I’m proud to call a friend. If you are looking for a professional who will treat you with honesty, respect, and genuine care, I highly recommend Jesse Shogren.

JSJesse ShogrenOwner17d ago

Ethan, Thank you for the kind words and allowing me to help you with your financial planning. Thank you for being a great mentor as well!

BB
Brad Brevard21d ago

Jesse Shogren has been wonderful to work with as my New York Life agent. He is professional, patient, and extremely knowledgeable. Jesse took the time to carefully explain the different options available for me, my wife, and our son, ensuring we understood everything and felt confident in our decisions. I truly appreciate his personalized approach and highly recommend him to anyone looking for a trustworthy and dedicated agent.

JSJesse ShogrenOwner20d ago

Brad, Thank you for allowing me to work with you and giving me the opportunity!

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