Valerie Jean, Registered Representative with Nylife Securities LLC

Valerie Jean, Registered Representative with Nylife Securities LLC Registered Representative 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. 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.

135 South 84th Street
Suite 400
Milwaukee, WI 53214
(414)745-8238

05/13/2025

Do you like giving back? Volunteering to help serve our weekly community meal is a great way to get involved! Please visit our website to fill out your volunteer application today ❤
www.waukeshasalvationarmy.org

Small Business Appreciation Week is here—a perfect time to reflect on how you’re supporting your team. From employee ben...
05/09/2025

Small Business Appreciation Week is here—a perfect time to reflect on how you’re supporting your team. From employee benefits to long-term business protection, I’m here to help you explore tailored solutions that align with your goals.

05/06/2025
Taxes are due April 15th,  —but don’t just file and forget. It’s time to plan ahead.  A smart tax strategy can help you ...
04/07/2025

Taxes are due April 15th, —but don’t just file and forget. It’s time to plan ahead. A smart tax strategy can help you reduce your burden and build a stronger financial future. Need guidance? Let’s talk about how to make your money work for you year-round.

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.
03/11/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

03/10/2025

💵 NOW is a good time to rebalance your portfolio. Let's talk about re-allocating some of your market investments into fixed products!💵
[email protected]

03/03/2025

Want to prepay your life insurance premiums while reducing your out-of-pocket costs? For a limited time, New York Life is offering a 10% first year interest rate and 5% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.

Looking for a way to prepay your life insurance premiums? Lock in a 10% interest rate for the first year and 5% for subs...
03/03/2025

Looking for a way to prepay your life insurance premiums? Lock in a 10% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account on select life insurance products. Speak to me today to learn more.

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...
02/21/2025

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.

Address

135 S 84th St
Milwaukee, WI
53214

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 9am - 5pm

Telephone

+14142568700

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