Karen M. Caponi, Financial Services Professional with Nylife Securities LLC

Karen M. Caponi, Financial Services Professional with Nylife Securities LLC Karen M. Caponi, Financial Services Professional with NYLIFE Securities LLC These testimonials are no guarantee of future performance or success.

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 Company 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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. 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. I am not licensed in all jurisdictions.


6100 Oaktree Blvd., Ste #300
Independence, Ohio 44131
216-643-8326

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
08/10/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cas...
08/10/2026

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/10/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

Americans are less satisfied with their life in retirement and cite inflation and higher healthcare costs as just two of...
04/14/2025

Americans are less satisfied with their life in retirement and cite inflation and higher healthcare costs as just two of the problems they're facing.

Deciding where to retire is about more than just the bottom line cost, it’s also about your quality of life in retiremen...
04/07/2025

Deciding where to retire is about more than just the bottom line cost, it’s also about your quality of life in retirement too. Which factors should you consider?

From cost to quality of life, here are the factors to consider when weighing this important decision.

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2025

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2024

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/28/2024

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and de...
11/11/2024

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

Inflation remains stubbornly above the Fed’s 2% target, raising the risk that good news for the economy is bad news for ...
10/28/2024

Inflation remains stubbornly above the Fed’s 2% target, raising the risk that good news for the economy is bad news for the markets once again. This week's examines how that dynamic impacts one asset class and offers insights on the latest geopolitical developments: https://bit.ly/3NKarGi

Address

6100 Oaktree Boulevard Suite 300
Independence, OH
44131

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12166438326

Website

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