Supriya Bakshi, Financial Services Professional with NYLife Securities LLC

Supriya Bakshi, Financial Services Professional with NYLife Securities LLC Agent licensed to offer insurance through New York Life Insurance Company. These testimonials are no guarantee of future performance or success.

Financial Services Professional offering securities products and services through NYLife Securities LLC 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 recomme

nd appropriate solutions. I am an Agent licensed to offer 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. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional 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. Our office location:
1 South Church Ave. 22nd Floor
Tucson, AZ 85701
520 620 5319

My California Insurance License number is 0C29251

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
03/12/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things th...
11/26/2025

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.

💛 Supporting Grieving FamiliesI had the privilege of volunteering at the Children’s Museum Tucson as part of Healing wit...
11/21/2025

đź’› Supporting Grieving Families

I had the privilege of volunteering at the Children’s Museum Tucson as part of Healing with Play, a partnership between the New York Life Foundation and the Association of Children’s Museums.

Together with my incredible colleagues VFG volunteers Matt Minehart, Maria Velez, Sarah Eschenbrenner, Stephanie Kidder, Deborah Parsons, and Stephanie Plaster — we helped create a space where children and families could express their feelings, build connections, and find moments of growth in their grief journey through art, storytelling, and play, beautifully facilitated by Tu Nidito staff and volunteers.

Grief touches us all. When communities come together with compassion and creativity, true connection and healing begin. đź’›

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Cre...
09/17/2025

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?

Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.

If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.

Is your retirement plan built to last? Join bestselling author Tom Wall as he reveals the “best kept secret in finance” ...
09/11/2025

Is your retirement plan built to last? Join bestselling author Tom Wall as he reveals the “best kept secret in finance” to supplement retirement income, pursue tax-favored growth, and seek greater peace of mind about retirement. Don’t just save—learn how to spend confidently, without fear! RSVP now to transform your strategy.

Register to attend: https://bit.ly/47z1dI5
Registration code: 608755

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients...
05/19/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

Today we honor the legacy of Dr. Martin Luther King, Jr. Together, let's reflect on his inspiring words and continue wor...
01/20/2025

Today we honor the legacy of Dr. Martin Luther King, Jr. Together, let's reflect on his inspiring words and continue working toward a world of equality, justice, and unity.

11/25/2024

Do you know that New York Life just declared the largest dividend in our company's history? What's more, it will be the 171st consecutive year that we've paid dividends to eligible participating whole life policy owners. You can read about it on our website or call me if you want to know more.

New York Life, America’s largest mutual life insurer, has declared a dividend of $2.5 billion payable to eligible participating policy owners in 2025, the highest payout in its nearly 180-year history.

Celebrate, cherish, and inspire all those who illuminate your life this  .
10/24/2024

Celebrate, cherish, and inspire all those who illuminate your life this .

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
06/18/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

I'm proud to work for a company that recognizes the philanthropic involvement of its workforce in communities across the...
04/18/2024

I'm proud to work for a company that recognizes the philanthropic involvement of its workforce in communities across the country. As a volunteer board member for Tu Nidito, I was able to earn a $25,000 Community Impact Grant from .

Address

1 S. Church Avenue Suite 2200
Tucson, AZ
85701

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