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Neela Soman Headshot

As with most other things in life, the key to achieving your long-term financial objectives is planning.. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security.  It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, preparing for your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance Company agent, and a Registered Representative of NYLIFE Securities LLC based in NY area, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.  In addition to NY, I am also licensed to do business in multiple states including NJ, CT, GA, IL, IN, MD, NC, PA, TX, AR and CA.

Call me at 631-880-0059 for for additional information or to schedule a meeting. Thank you for your interest.


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