Jesse Rivera, Financial Services Professional with Nylife Securities, LLC

Jesse Rivera, Financial Services Professional with Nylife Securities, LLC Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions. CA License #4042762

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.

285 Fulton Street 39th floor
New York, NY 10007
732-428-9333

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.

Life insurance is a powerful way to protect what matters most. This month let's take a moment to review your current str...
09/04/2025

Life insurance is a powerful way to protect what matters most. This month let's take a moment to review your current strategy and make sure you are prepared for the future.

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with th...
09/03/2025

Your children will always come first. But you shouldn't have to risk your financial future in order to help them with theirs. Reach out and I'll help you create a financial strategy that ensures a brighter future for both you and your child.

Autumn is a beautiful reminder that change is a part of life. Between the falling leaves and cozy cups of cocoa, take a ...
09/02/2025

Autumn is a beautiful reminder that change is a part of life. Between the falling leaves and cozy cups of cocoa, take a moment to reflect on what truly matters and reach out. I can help ensure your loved ones are protected, no matter the season.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

08/28/2025

Happy 529 Day! Today is a perfect reminder of the value of planning ahead for education. A 529 plan offers tax advantages and flexibility whether you're saving for college, K–12 tuition, or even trade school. Want to learn how a 529 could fit into your financial plan? Let’s connect! https://nyl.co/47edK3z

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K...
08/27/2025

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K–12 and vocational programs. Reach out to me today if you want to learn how to invest for a bright future! https://nyl.co/3JDsbnP

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a p...
08/26/2025

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to me, and let’s make a plan that helps their dreams become reality. https://nyl.co/45PhUfN

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool fro...
08/25/2025

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/4mSpOMi may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

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’...
08/24/2025

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/3HF2Fhy 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.

Over 4 million Americans will turn 65 each year through 2029. That’s a powerful reminder that preparing for retirement i...
08/23/2025

Over 4 million Americans will turn 65 each year through 2029. That’s a powerful reminder that preparing for retirement is essential. Let’s talk about your retirement goals and how annuities can provide guaranteed income for essential expenses.

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's s...
08/22/2025

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to...
08/22/2025

You’re not alone – vacations, festivals, and sunny-day splurges can add up fast. The good news? There are simple ways to stay on track without missing out on the fun. From guilt-free budgeting to smart tech tips, these strategies can help you enjoy summer and protect your wallet. Check them out:
https://bit.ly/4mqeTcT

Need help creating a plan that works for real life? Reach out any time and let’s talk.

Address

One World Trade Center, 285 Fulton Street, 39th Floor
New York, NY
10007

Telephone

+17324289333

Website

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