John Portacio, Financial Professional

John Portacio, Financial Professional Registered Representative with NYLIFE Securities LLC. Helping individuals, families, small businesses and nonprofits accomplish their financial goals.

Licensed in the State of Michigan, Georgia And Florida As a licensed Financial Professional of New York Life Insurance Company 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 analyz

e your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company 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. Neither New York Life Insurance Company, nor its agents, provides 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. 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.

27777 Franklin Road, Suite 2220 | Southfield, MI 48034
(248) 352-0620 Office | (313) 715-8318 Cell
Email: [email protected]
Website: https://www.newyorklife.com

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.We ar...
05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

As a small business owner, you value your employees. Want to learn how to retain your current employees and attract new ...
05/08/2026

As a small business owner, you value your employees. Want to learn how to retain your current employees and attract new ones? Get in touch today.

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4mgHORk

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

03/31/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

03/24/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

03/17/2026

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.

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a differe...
03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4d1XHc7

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

Running a small business means wearing a lot of hats, but National Employee Appreciation Day is a perfect reminder that ...
03/11/2026

Running a small business means wearing a lot of hats, but National Employee Appreciation Day is a perfect reminder that you don't do it alone. Your employees show up and keep things moving every single day. Take a moment today to say thank you. If you're thinking about ways to invest in your people for the long haul, let's connect.

03/11/2026

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!

Life insurance is a love that transcends language!
02/28/2026

Life insurance is a love that transcends language!

Address

Southfield, MI
48034

Telephone

+13137158318

Website

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