Newton A. Pena

Newton A. Pena Financial Services Professional I focus on providing wealth management solutions to families, professional executives, and business owners.

Together with my team, I help affluent clients address their biggest concerns like:
• preserving their wealth
• risk management
• mitigating taxes
• taking care of their heirs
• wealth transfer
• charitable giving
• employee benefits and retention services
• retirement planning strategies
• estate strategies
• business continuation strategies

I am licensed to sell insurance in FL, MA, NJ, NY, a

nd securities in NY. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address 420 Lexington Ave, Suite 2510, New York, NY 10170 (212)578-0300.

10/11/2023

Diversify your portfolio with guaranteed growth year after year.

Let’s plan for a longer retirement journey. Contact me today.

https://bit.ly/3ZQewxQ.

10/08/2023

Happy Birthday Thevan Theivakumar. Many blessings to you.

What a privilege to honor Louise M. Weiser, a leader and . Weiser became the first woman president of an American bank....
10/02/2023

What a privilege to honor Louise M. Weiser, a leader and . Weiser became the first woman president of an American bank. Thank you, Louise, for your contribution to our industry and our world!

Wishing you and your loved ones a very happy Mid-Autumn Festival!
10/02/2023

Wishing you and your loved ones a very happy Mid-Autumn Festival!

09/25/2023

During some of the most difficult times of clients' lives, MassMutual Life Claims is there. For Brandon, Tabitha, and Jamie, putting the customer first is part of what they do during Life Insurance Awareness Month, and every day of the year. Hear more about their impact.

Hispanic Heritage Month is a celebration of the American dream. Because we’re stronger together.
09/05/2023

Hispanic Heritage Month is a celebration of the American dream. Because we’re stronger together.

Retirement planning is a journey of empowerment. Let’s create a plan that honors your identity, dreams, and aspirations.
08/21/2023

Retirement planning is a journey of empowerment. Let’s create a plan that honors your identity, dreams, and aspirations.

Women are twice as likely as men to lack life insurance. Have questions? I can help. Source: Forbes Advisor Survey, 2022
08/01/2023

Women are twice as likely as men to lack life insurance. Have questions? I can help.

Source: Forbes Advisor Survey, 2022

We consider the entire client profile when determining if someone is eligible for life insurance. This means a sleep ap...
07/31/2023

We consider the entire client profile when determining if someone is eligible for life insurance. This means a sleep apnea diagnosis may not stand in the way. Call me today to review your options.

Address

420 Lexington Avenue, Suite 2510
New York, NY
10170

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 12pm

Website

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