Tricia B. Branch, Agent with New York Life

Home
United States
Glen Allen, VA
Tricia B. Branch, Agent with New York Life

I am a Financial Services Professional offering securities products and services through NYLIFE Securities, LLC.

I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the State of Virginia, North Caroline and Florida. No insurance business may be conducted outside the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
4435 Waterfront Drive, Suite 400,
Glen Allen, VA 23060
(804)935-8357
No offers may be made or accepted from any resident outside the specific states referenced. 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.

11/02/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/27/2026

Inheriting a home with siblings or other family members can bring financial, legal and emotional decisions. Here's what to know about your options, from selling the property to buying out another heir.

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

10/20/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/13/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

10/06/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

09/22/2026

After Ryan's sudden passing at just 41, Racquel found comfort knowing their planning allowed her to keep the home they built and care for their children. That’s the power of preparation. Connect with me to start building your own strategy today.

09/15/2026

When Dr. Brown unexpectedly passed away, his family faced challenges beyond grief. Though he was a successful professional, the lack of proper planning left his loved ones struggling to maintain their lifestyle. The cost of education for his children, ongoing household expenses, and future financial goals were suddenly uncertain. Watch Dr. Brown’s story to see why life insurance isn’t just for replacing income, and contact us today to start securing your family’s future and ensuring they can continue the life you’ve worked so hard to provide.

Join the web’s most supportive community of creators and get high-quality tools for hosting, sharing, and streaming videos in gorgeous HD with no ads.

09/08/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

09/01/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/25/2026

The loss of a spouse can bring both emotional and financial challenges. Many people suddenly find themselves managing important financial decisions on their own for the first time.

Whether it's understanding income sources, reviewing beneficiary information, or discussing long-term retirement goals, you don't have to navigate these decisions alone.

If you or someone you care about is facing the loss of a spouse, contact me to discuss strategies that can help provide clarity, confidence, and financial security for the years ahead.

Address

Glen Allen, VA
23060

Website

http://www.TriciaBranch.NYLagents.com/

Alerts

Be the first to know and let us send you an email when Tricia B. Branch, Agent with New York Life posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.