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Specialties
Bill Cleare is a 20-year financial service veteran presently serving as a 14-year Partner for New York Life's Queens General Office in Rego Park.
He possesses a designation as Life Underwriter Training Council Fellow and Financial Services Certified Planner from The America College. Since 2009 Bill has been a proud active member of The National Association of Insurance and Financial Advisors. (NAIFA). Bill is a 2010 Million Dollar Roundtable member with a global financial industry standard (MDRT). He is a model accomplished leader truly committed to attracting, training, developing, mentoring, and coaching future financial service professionals. Bill’s career mission and vision of his financial recruiting practice have been to educate communities about leveraging prudent financial contracts geared to exercise holistic balance including 4 key fundamental principles (Asset Preservation, Asset Accumulation, Lifetime-Income and Legacy Planning). Bill and his team of seasoned financial professionals consult individuals primarily to encourage financial awareness, address common financial pitfalls, bridge shortfall gaps in terms of managing debt, hedging inflation, retiring on track, maximizing returns and battling taxation challenges. Knowing the importance of trust, Bill and his team, affectionately referred to as Team Cleare, strive to establish and maintain long-term secure relationships based on sincerity, objectivity, and transparency. Active in the community, Bill and his team of energetic professionals consults many individuals, city unions, schools, faith-based institutions, real estate brokerages, private professionals and business owners in the tri-state area as well as several neighboring states. In addition, he continues to volunteer countless hours with non-for-profit organizations, as well as sponsor and participate in many uplifting community events.
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Always free for clients.
LUTCF
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
To begin, what you should expect from me at all times is honesty and transparency. If I make a recommendation to you, it would be the same recommendation I would give to a respected, loving family member if they were in your exact position. What I will need from you is complete honesty and transparency in terms of your current financial situation including but not limited to latest statements, returns, outstanding debt, qualified and unqualified funds, real estate, trust or will. I will need your patience and quality time to undergo a thorough financial needs analysis review. In all fairness I wouldn't be able to make an accurate recommendation otherwise. Second, if you agree with the recommendations as described and you decide to take action, I will ask that you place the business with me out of respect for my professionalism, work and ideas.