Wilfredo Ortiz, Financial Services Professional with NYLIFE Securities LLC

Wilfredo Ortiz, Financial Services Professional with NYLIFE Securities LLC To help educate individuals on the importance of life insurance and financial strategies. These testimonials are no guarantee of future performance or success.

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 New York Life Company. New York Life Insurance Company
7111 Fairway Dr, Ste 301
Palm Beach Gardens, FL 33418
Tel: (561) 557-6172

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. I am not licensed in all jurisdictions.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
01/13/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

01/08/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

01/02/2026

Did you know I can bring complimentary financial education workshops to local businesses and community groups? These sessions are all about sharing knowledge—no sales pressure, just real tools to help people make informed decisions. Know an HR leader, nonprofit, or group that could benefit? I’d love to connect with them.
Send me a message if you’d like to learn more!

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when s...
12/30/2025

Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 ...
12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/4qiBdr7

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

Merry Christmas! May this season be full of light and laughter for you and your family.
12/25/2025

Merry Christmas! May this season be full of light and laughter for you and your family.

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong...
12/19/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending snea...
12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/48JHBRJ

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it do...
12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/4iCEq1z
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

Wishing you warm memories of past holidays, the joy found in the magic of the present moment, and the promise of the com...
12/02/2025

Wishing you warm memories of past holidays, the joy found in the magic of the present moment, and the promise of the coming new year.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/27/2025

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

Address

New York Life Insurance Company, 7111 Fairway Drive, Ste 301
Palm Beach Gardens, FL
33418

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15613605102

Website

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