Judy Ngo, Financial Services Professional with Nylife Securities LLC

Judy Ngo, Financial Services Professional with Nylife Securities LLC I am a Financial Services Professional offering securities products and services through NYLIFE Secu My insurance license # is CA Ins Lic # 0B68339.

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 states of CA. No insurance business may be conducted outside this state referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A

Licensed Insurance Agency, 2633 Camino Ramon, STe 525, San Ramon, CA 94583. Tel 925-866-4500. In this regard, this communication is strictly intended for individuals residing in the states of CA. No offers may be made or accepted from any resident outside the specific state(s) 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. 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.

Despite the current economy proving to be wobbly and uncertain, this might be the perfect opportunity to rethink your st...
06/04/2025

Despite the current economy proving to be wobbly and uncertain, this might be the perfect opportunity to rethink your strategies and take advantage of gaps in the marketplace.

With the economy in flux, many entrepreneurs are restricting marketing dollars. This is the perfect time to allocate dollars and dominate your industry.

Life insurance can do more than just provide for your heirs — here’s how to maximize your policy while you’re still here...
06/02/2025

Life insurance can do more than just provide for your heirs — here’s how to maximize your policy while you’re still here.

Here are some valuable tips for first-time Medicare enrollees.
05/15/2025

Here are some valuable tips for first-time Medicare enrollees.

Enrolling in Medicare is notoriously complicated and can result in penalties if you get the timing wrong. Here are some valuable tips for first-timers.

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patie...
05/08/2025

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patience, and the grandmothers whose love spans generations. Thank you for all that you do!

Click below to register and enter the Registration CodeRegistration Code: 0316308https://bit.ly/4jecU9V
04/17/2025

Click below to register and enter the Registration Code
Registration Code: 0316308
https://bit.ly/4jecU9V

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you lo...
02/03/2025

If you're trying to locate a lost 401(k) from a previous job, you're not alone. Here are eight ways that can help you locate your account.

Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are eight ways you can locate your account.

The specific date you start your retirement could impact several key elements, including benefits from your former emplo...
12/20/2024

The specific date you start your retirement could impact several key elements, including benefits from your former employer, Social Security distributions, and taxes. If you're thinking about retiring this winter, reach out. I can help ensure your timing is perfect.

Are you among the many Americans that fear Social Security benefits won’t be there when they need them? Here are the res...
12/17/2024

Are you among the many Americans that fear Social Security benefits won’t be there when they need them? Here are the results of a recent survey.

The majority of Americans surveyed expect to rely on Social Security benefits to help cover everyday expenses in retirement, yet 73% worry they won’t get them.

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. Th...
12/16/2024

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. The right policy can help you pay for expenses, grow wealth over time, and save money by locking in your rates early. Reach out and do more for your financial health.

Long-Term Care Awareness Month is the perfect time to discuss caregiving with your loved ones.
11/26/2024

Long-Term Care Awareness Month is the perfect time to discuss caregiving with your loved ones.

The .gov means it’s official. Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

11/26/2024

"Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan

Tax-free transfers from IRAs to CRTs and CGAsIRA owners who want to support a specific charity but also like the idea of...
04/25/2024

Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options.
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Address

Milpitas, CA
95035

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+14088877599

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