Denis Omanovic, Financial Services Professional with Nylife Securities LLC

Denis Omanovic, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. I am not licensed in all jurisdictions.

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. 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.

6100 Fairview Road
Suite 400
Charlotte, NC 28210
704-877-5493

Don't let the rising cost of a college education deter you from achieving your education funding goals. Having a plan he...
09/08/2023

Don't let the rising cost of a college education deter you from achieving your education funding goals. Having a plan helps. Talk to your advisor to get started.https://www.eaglestrategies.com/public_files/Rising_Costs_of_College_Education_-_final.pdf

If you’re interested in early retirement, you’ll want to take certain steps to make sure you have enough money to last y...
08/15/2023

If you’re interested in early retirement, you’ll want to take certain steps to make sure you have enough money to last you a lifetime. Here are some strategies you want to consider when planning for early retirement.

Many of us have the fantasy of retiring young, of having the financial freedom to choose when and for whom we work. To make this dream a reality, though, you’ll...

Opening a Roth IRA for your child is a great way to help put them on a path toward future financial success. Here’s what...
08/03/2023

Opening a Roth IRA for your child is a great way to help put them on a path toward future financial success. Here’s what you need to know to get started.

Opening a Roth IRA for your child is a great way to put them on a path toward a financially stable future. But it’s not as simple as opening a basic savings account.

08/02/2023

A huge welcome to our NAIFA North Carolina new member Denis Omanovic from Charlotte, NC! 😊

Knowing how much to contribute to your 401(k) differs from person to person based on your circumstances, but these three...
08/02/2023

Knowing how much to contribute to your 401(k) differs from person to person based on your circumstances, but these three factors can help you decide what percentage is right for you.

The amount may differ based on your age and current financial circumstances. Here’s what you need to know.

This article shares how your future prescriptive impacts your present, and four principles that can help you apply this ...
07/24/2023

This article shares how your future prescriptive impacts your present, and four principles that can help you apply this wisdom to your financial strategy.

One of the reasons we don’t save enough for the future is that we see our future self as a different person. But we can better connect with our future self.

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6100 Fairview Road #400
Charlotte, NC
28210

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