Lawrence V Roberts Financial Services Professional at Nylife Securities LLC

Lawrence V Roberts Financial Services Professional at Nylife Securities LLC Financial Services Professional 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 Company.

9251 Rutland Commons Dr. Suite C
Mechanicsville, VA 23116
Ph: 804-746-3714

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.

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The Shockoe Institute in Richmond, Virginia, opened its doors this ...

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"As we look ahead into the next century, leaders will be those who empower others."
--Bill Gates

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“People will forget what you said, forget what you did, but never forget how you made them feel.” — Maya Angelou

So, spend a little time making people feel good today, call a friend to day hello, hug someone you care about and most of all smile.

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Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4gfLWA5

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Address

9251 Rutland Commons Drive, Suite C
Mechanicsville, VA
23116

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 10am - 12pm

Telephone

+18047463714

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