Andrew M. Orak, Financial Services Professional

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Andrew M. Orak, Financial Services Professional Financial Services Professional helping individuals and business owners to create, build, and preserve wealth I am not licensed in all jurisdictions.

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 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, 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. New York Life 1964 NJ-34
Building B Suite 201
Wall, NJ 07719
(732)282-0901
My NJ Insurance license number is 3003204944

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. T...
11/03/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

11/02/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up caus...
10/30/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial fut...
10/29/2026

Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the...
10/27/2026

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the future—and remain eligible for essential federal benefits. Learn more here: https://nyl.co/4zRjI5m

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/27/2026

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

10/25/2026

529 savings accounts are a popular way for grandparents to help pay for education. Learn about how they can make the most of a 529 plan.

An estimated 17 million Americans  are part of the so-called sandwich generation, caring for a child and an adult with a...
10/23/2026

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

An estimated 17 million Americans are part of the so-called sandwich generation, caring for a child and an adult with a disability or complex medical condition at the same time, according to new research.

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
10/21/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

Address

1963 NJ-34 Buliding B Suite 201
Wall, NJ
07719

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 7pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 8am - 12pm

Telephone

+17328221521

Website

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