New York Life is dedicated to serving professional advisors
We're right here with you
Our Clients
Our clients are successful, affluent business owners, C-suite
executives, and successful entrepreneurs who want clear direction for their financial
future. They’re family driven, community oriented, and planning focused—and we help them align their wealth with their vision of a
fulfilling life.
Family Driven
Our clients are committed to strong family values and legacy creation, seeking long-term
growth. They are individuals who have clear priorities and a vision for their future
personal and business lives. These clients respect integrity, passion and professional and
enduring collaboration.
Community Oriented
The people we work best with are those that are motivated to participate in charitable
giving and/or public service and civic organizations. They know that they can make an
impact on their communities and those around them, and it gets them excited to give back
through their time and resources.
Planning Focused
Seeking the assistance of respected advisers who value honest interaction is important to
our clients. They are amenable meeting with advisers and are interested in creating or
updating a financial plan that integrates options for retirement planning, estate
planning, and business planning.