Almaz Lee, Financial Services Professional with Nylife Securities LLC

Almaz Lee, Financial Services Professional with Nylife Securities LLC Do you have plans for retirement? Would you like to protect your family financially from unexpected events? Do you want your lazy money works harder?

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. (2633 Camino Ramon, Ste 525, San Ramon, CA 94583, Tel: 925-866-4500, Cell: 650-826-9002)

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. 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. I am not licensed in all jurisdictions.
“My California Insurance license number is 0K24044"

Wishing you warm memories of past holidays, the joy found in the magic of the present moment, and the promise of the com...
01/01/2026

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.

Merry Christmas! May this season be full of light and laughter for you and your family.
12/24/2025

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

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things th...
11/27/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

11/25/2025

While whole life insurance is best known for offering lifetime protection and cash value growth,
New York Life has paid dividends to participating eligible policy owners since 1854. What’s more, our 2026 dividend will be the largest ever declared by our company.

Reach out to me today, and let’s talk about the power of dividends.

New York Life announces that the company will pay an estimated $2.78 billion in dividends to eligible participating policy owners in 2026 — the largest dividend payout in New York Life’s 180-year history and its 172nd consecutive annual dividend.

Here are some tax-advantaged strategies to consider before year-end
11/09/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

I’m thrilled to announce that I’ve qualified for New York Life’s Executive Council! This recognition awarded annually ba...
11/02/2025

I’m thrilled to announce that I’ve qualified for New York Life’s Executive Council! This recognition awarded annually based on agent production from July 1 - June 30, reflects the trust my clients place in me. Thank you for allowing me to be part of your financial journey.

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisio...
11/02/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

10/06/2025

When you celebrate with family, love and good fortune are always close at hand. Wishing you and your loved ones a happy and prosperous .

I am honored to attend the New York Life 2025 Executive Council. This milestone would not have been possible without the...
09/05/2025

I am honored to attend the New York Life 2025 Executive Council. This milestone would not have been possible without the trust of my clients, the support of New York Life’s management and staff, and the encouragement of my family and friends. Truly grateful for everyone who made this possible!
很榮幸能夠出席紐約人壽 2025 卓越代理人議會 (Executive Council)。這一里程碑離不開客戶的信任、紐約人壽團隊的支持,以及家人和朋友的鼓勵。衷心感謝一路上支持我的每一位!

I am truly honored to share that I’ve been recognized by Forbes as one of the Top Financial Security Professionals for N...
07/16/2025

I am truly honored to share that I’ve been recognized by Forbes as one of the Top Financial Security Professionals for North California! This marks my 4th time receiving this honor, and it’s all thanks to my incredible clients who trust and inspire me daily. Humbled and grateful to be part of this list once again. Learn more about the rankings and methodology here https://bit.ly/40oS7JA
https://bit.ly/4lyveMp

Happy Independence Day! As we celebrate our nation's freedom, let's also take a moment to reflect on financial independe...
07/04/2025

Happy Independence Day! As we celebrate our nation's freedom, let's also take a moment to reflect on financial independence. Whether you're planning for retirement, investing, or saving for a big goal, I'm here to help you achieve your financial dreams.

Address

San Ramon, CA
94583

Telephone

+16508269002

Website

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