New York Life Insurance
I’m a Registered Representative at NYLife Securities LLC and an Agent with New York Life Insurance Company. My office is in Westborough, Massachusetts, and I’m passionate about helping clients understand and navigate their financial and insurance needs.
Every client’s situation is unique, and that’s why I focus on crafting personalized strategies. Whether it’s planning for college funding, retirement, managing long-term care costs, or creating lifetime income plans, I’m here to analyze your needs and offer suitable solutions.
I’m licensed to sell insurance through New York Life Insurance Company and offer securities through NYLIFE Securities LLC. It’s important for clients to consult their own tax, legal, or accounting professionals, as I do not provide these services.
In terms of licensure, I handle life insurance in Vermont, Massachusetts, and New Hampshire. I also assist with long-term care planning, crucial for extended care events. If you’re looking to invest, I can help find the right vehicles, like a 529 plan or mutual funds, to meet your goals. Additionally, I’m qualified to manage annuities in the states where I’m licensed.
Understanding the complexity of financial decisions, my role is to simplify and clarify the options for you. I’m committed to a long-term partnership, adapting our strategy as your life changes.
Let’s work together to plan for today and tomorrow.