Jerry Scheinman, Investment Advisor with BluePoint Financial

Jerry Scheinman, Investment Advisor with BluePoint Financial Agent licensed to sell insurance through New York Life Insurance Company.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

6901 Rockledge Drive
Suite 500
Bethesda, MD 20817
(301) 908-6906

I am not licensed in all jurisdictions.

Merry Christmas! May this season be full of light and laughter for you and your family.
12/25/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

12/22/2025

You’ve worked hard, made sacrifices, and built a life full of purpose and love.
Now it’s time to make sure your family’s future carries that same strength forward.
Together, we can help turn today’s dedication into tomorrow’s security.
Let’s talk about the path that fits your family best.

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/44DzqEa

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it do...
12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/3XwlnMG
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-le...
12/02/2025

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-level roadmap to help set the wheels in motion.

A business succession plan starts with exploring your options and learning who might be interested in taking over.

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things th...
11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisio...
11/20/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from ...
11/20/2025

Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/4a2XOCs

Want to talk about what that kind of confidence could look like for you? Let’s connect.

Here are some tax-advantaged strategies to consider before year-end
11/17/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder o...
11/17/2025

A thoughtful approach to taxes can do more than just reduce what you owe each year. It can help your money work harder over time.
By reviewing your tax return with an advisor, you may uncover opportunities to invest more efficiently, time income and withdrawals wisely, and make charitable giving even more rewarding.
This fact sheet explains how taking a tax-aware approach today can create lasting benefits for your financial future. Read more: https://bit.ly/4nUe7EV

"Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!"
11/12/2025

"Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!"

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
11/11/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Address

6901 Rockledge Drive, Suite 500
Bethesda, MD
20817

Website

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