Lisa Barcy, Financial Services Professional with Nylife Securities LLC

Lisa Barcy, Financial Services Professional with Nylife Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions. AR ins lic #16944604.

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.

2127 University Park Drive, Suite 360, Okemos MI 48864, 517/282-6983

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.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
06/17/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do...
06/15/2026

Your odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.

How does New York Life Insurance Company manage the strength behind whole life insurance?In this Q&A, our Chief Investme...
06/12/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4v6iQYu

06/10/2026

Supporting the next generation means planning for education, opportunities, and milestones ahead.
I work with families to help protect what they’ve built and open the door to what’s possible next.
Send me a message today to get started.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/08/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/04/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

04/27/2026

Home is where your favorite stories unfold — where laughter echoes and love grows stronger each day.
Protecting what matters most starts with understanding what makes your house a home.
Let’s make sure your family’s story keeps moving forward, no matter what life brings.
Reach out today to start the conversation.

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn...
04/24/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery t...
04/22/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

Here’s what you should know about the hidden economic value of unpaid work.
04/20/2026

Here’s what you should know about the hidden economic value of unpaid work.

Stay-at-home parents' unpaid labor is worth thousands annually, yet most families underinsure them. Learn why life insurance should value their contributions.

Address

2127 University Park Drive, Suite 360
Okemos, MI
48864

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