Daniel Dos Santos, Agent with New York Life

Daniel Dos Santos, Agent with New York Life Helping individuals and business owners to create, build, and preserve wealth. These testimonials are no guarantee of future performance or success.

As a licensed Agent 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 analyze your needs and recommend appropriate solutions. 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. 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.

201 Jones Road, 5th Floor, Waltham, MA 02451

Today is a day to celebrate our country's leaders and honor their legacy. What will yours be?
02/21/2022

Today is a day to celebrate our country's leaders and honor their legacy. What will yours be?

Retirement might seem far away, but can you picture what it looks like? What’s your ideal lifestyle? By getting started ...
01/27/2022

Retirement might seem far away, but can you picture what it looks like? What’s your ideal lifestyle? By getting started today, we can work together to help you reach your long-term goals.

Starting retirement savings may seem unrealistic or impossible. Learn from New York Life why you should save the minimum amount needed for retirement today.

Today, we honor the legacy of Dr. Martin Luther King, Jr., and his inspiring vision for the future.
01/17/2022

Today, we honor the legacy of Dr. Martin Luther King, Jr., and his inspiring vision for the future.

Ready for tax season? Learn the advantages of filing jointly versus separately as a married couple and reach out if you ...
01/17/2022

Ready for tax season? Learn the advantages of filing jointly versus separately as a married couple and reach out if you need help getting organized.

Wondering if you should file your taxes jointly or separately when married? Learn why some married couples choose to file their taxes separately.

Many of us deal with debt at some point in our lives. Holding a lot of debt can be stressful, which is why becoming or r...
01/16/2022

Many of us deal with debt at some point in our lives. Holding a lot of debt can be stressful, which is why becoming or remaining debt-free is an important goal. As a financial professional with New York Life, I have all the tools necessary to help you reach your long-term goals.

The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.

This article shares how you can create a path to financial freedom by learning and applying the power of compounding int...
01/14/2022

This article shares how you can create a path to financial freedom by learning and applying the power of compounding interest to keep you on track for financial success.

Investing in your future takes patience and discipline.

Take these six steps to make 2022 your best year in business, no matter where you are right now.
01/14/2022

Take these six steps to make 2022 your best year in business, no matter where you are right now.

The new year can mark either an arbitrary date or the start of a brand new phase. The difference between a mediocre twelve months and the year of your dreams could be as simple as these six steps.

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation....
01/14/2022

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation. Like this post if bringing peace of mind to your new home is one of your goals this year.

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to yo...
01/07/2022

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to you? With flexible solutions that fit your needs, I can help your family remain comfortable and financially secure.

The financial decisions you make today can have a large impact on your future. We want people to feel great about the ye...
01/06/2022

The financial decisions you make today can have a large impact on your future. We want people to feel great about the years ahead, that’s why we’ve been guiding our clients for over 175 years. Let’s work together to build a strategy that meets your financial goals.

Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

Happy 2022! The last few years may have been hard, but if you've made it this far, preparing for the long haul should be...
12/31/2021

Happy 2022! The last few years may have been hard, but if you've made it this far, preparing for the long haul should be a breeze. Read these 6 tips to help you avoid long-term debt and build savings. When you’re ready to go further, let’s talk.

Strategize your savings to avoid long-term debt. Learn the steps you need to take to build out a savings plan to keep your head above the water.

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about you...
12/31/2021

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think.

Address

201 Jones Road, 5th Floor
Waltham, MA
02451

Opening Hours

Monday 9am - 9pm
Tuesday 9am - 9pm
Wednesday 9am - 9pm
Thursday 9am - 9pm
Friday 9am - 9pm

Telephone

+13392082131

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