E. Mark Lewis
Financial Services Professional*
CA Insurance. Lic. # OG26215
Agent, New York Life Insurance
*Registered Representative of NYLIFE Securities LLC
Access to:
Advanced Planning Group*
Long Term Care Insurance
Ultimately, my goal is to help you obtain a sense of personal and financial well-being, regardless of how simple or complex your needs may be.
As with most other things in life, the key to achieving your long-term financial objectives is preparing. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. 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 Agent, and a Registered Representative of NYLIFE Securities LLC, in Greater New York General Office. 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.
Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
*The Advanced Planning Group is a resource exclusively for the use of New York Life agents when working with high‐end clients.