Tushar Patel, Financial Services Professional with NYLIFE Securities LLC

Tushar Patel, Financial Services Professional with NYLIFE Securities LLC Tushar Patel, Financial Services Professional with NYLIFE Securities LLC I am not licensed in all jurisdictions.

201 Jones Road, 5th Floor
Waltham, MA 02451

As a former business owner, I have witnessed many peoples' financial struggles and loss of businesses when loved ones depart unexpectedly. My passion as a Financial Services Professional is to ensure that none of my clients have to worry about depending on Welfare assistance or support from the state. I strive to help see that family owned businesses can pass on to the next generation easily and i

n a tax favorable way. 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, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

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

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how m...
06/05/2026

A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-...
06/04/2026

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-spousal IRAs inherited after 2019.

In this week's Ask the Editor Q&A, Joy Taylor answers five questions on inherited IRAs and the 10-year clean-out rule for nonspousal IRAs inherited after 2019.

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.
06/03/2026

College is expensive, and prices are rising. Here's what you might pay, plus the best ways to pay for college today.

06/02/2026

The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

06/01/2026
A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment ...
05/31/2026

A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment of consumers, others are struggling in the face of higher costs and rising debt burdens.

The so-called K-shaped economy is becoming more clearly defined, new reports show.

05/30/2026

Love often shows up in the small, thoughtful moments—the ones that guide, support, and steady the next generation.
I help families turn today’s dedication into tomorrow’s opportunities for the people they care about the most.
Let’s talk about what that could look like for your family.

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201 Jones Road, 5th Floor
Waltham, MA
WALTHAM,MA02451

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