Akta Patel, Financial Services Professional,NYLife Securities LLC

Akta Patel, Financial Services Professional,NYLife Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions. Galbraith Rd.

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, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. CA Ins Lic #4008258

Cincinnati General Office
New York Life Insurance Company
5905 E. Suite 4000
Cincinnati, OH 45236
(848) 248-3126

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.

As your kids kick off a new school year, know it's never too late to learn something new yourself. If you've been keepin...
09/06/2023

As your kids kick off a new school year, know it's never too late to learn something new yourself. If you've been keeping your head down about investing, why not start off with something basic? The best way to grow your assets while minimizing your risk is through asset allocation and diversification. Click here to learn how to apply these two strategies and reach out if you need a tutorial.

Properly allocating your assets in a well-diversified way can reduce overall market risk to help meet your financial goals.

Juvenile life insurance offers more than just protection, it can also help your child get a head start on their financia...
08/01/2019

Juvenile life insurance offers more than just protection, it can also help your child get a head start on their financial future. See what else it can do:

Many of us spend hours trying to think of the perfect gift that will show our children or grandchildren just how much they mean to us. Here’s a suggestion that you won’t find in any store: life insurance for children.

04/01/2019

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if you go the extra mile for your employees.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to yo...
03/18/2019

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to you? With flexible solutions that fit your needs, I can help your family remain comfortable and financially secure.

03/18/2019

What's your succession plan? If you plan to keep your business within the family, read this article and comment below how you plan to keep your business going, generation after generation.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Every business owner wants the best for their employees. While traditional benefits offer them a level of protection, yo...
03/08/2019

Every business owner wants the best for their employees. While traditional benefits offer them a level of protection, you want to provide them with more. What benefits do you feel your employees want the most? Comment below.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like...
03/07/2019

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.

Supplement your employees' benefits with an extra option that never goes out of style.
02/27/2019

Supplement your employees' benefits with an extra option that never goes out of style.

For nearly 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

There are lots of options to help you protect what you've earned and prepare for a bright financial future. Now that you...
02/25/2019

There are lots of options to help you protect what you've earned and prepare for a bright financial future. Now that you've purchased your new home, what comes next? Let me know your plans below.

02/16/2019

For many business owners, their employees are like a second family. What have you done to show your employees how much they mean to you? Let me know below.

If something happened to you, what would happen to your family and business?

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation....
02/14/2019

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation. Like this post if bringing peace of mind to your new home is one of your goals this year.

A sense of family, security, accomplishment—what does your new home mean to you? Let me know below.
02/14/2019

A sense of family, security, accomplishment—what does your new home mean to you? Let me know below.

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Cincinnati, OH
45236

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