Gage Lee - Financial Services Professional with Nylife Securities LLC

Gage Lee - Financial Services Professional with Nylife Securities LLC Registered Representative offering securities
products and services through NYLIFE
Securities LLC. (Member FINRA/SIPC), A
Licensed Insurance Agency.

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.

639 Loyola Avenue
Suite 1900
New Orleans, LA 70113
Cell: 985-351-1727
Text: 985-531-1366

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. 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.

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with bi...
09/16/2025

Whether you’re saving for college, buying a home, or planning for retirement, big financial decisions often come with big questions. That’s where I can help. With access to proprietary tools and insights backed by New York Life, you’ll get an extensive report to help you see your options clearly —maybe even in a new light. A better future starts with one conversation. Call me today for a free personalized report with no obligation.

08/21/2025

Nobody likes uncertainty, and the markets are no exception. This year has been particularly challenging. The Global Market Strategy team at New York Life Investments has compiled actionable insights to help you navigate these volatile times.

Market volatility and economic uncertainty can present financial risks in retirement. Let’s talk about creating retireme...
07/30/2025

Market volatility and economic uncertainty can present financial risks in retirement. Let’s talk about creating retirement income to help mitigate these risks.

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me ab...
07/18/2025

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’...
07/10/2025

With leisurely days, summer can offer a sneak peek into your retirement. Now is a great time to discuss your goals. Let’s talk about how annuities can help you achieve a financially secure retirement.

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’...
06/30/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/3ZSP9wH to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

Hi everyone, my name is Gage Lee. I want to officially introduce myself as someone who specializes in financial services...
06/23/2025

Hi everyone, my name is Gage Lee. I want to officially introduce myself as someone who specializes in financial services. I started my journey by joining the New York Life team in December. Whether you are planning for retirement, looking to invest, or are interested in reducing your taxes, I can assist you with a free consultation. Lastly, I also specialize in offering financial protection for you and your family. Feel free to reach out to my email or phone number below:

[email protected]
9853511727

Address

830 West Causeway Approach Suite 1100
Mandeville, LA
70471

Website

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