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.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But...
09/08/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

Please add life insurance to your budget. We’re here to tell you that life insurance is more affordable than you probabl...
09/08/2026

Please add life insurance to your budget. We’re here to tell you that life insurance is more affordable than you probably think.

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting th...
09/08/2026

Your family may inherit your memories, values and traditions—but life insurance can help prevent them from inheriting the financial strain of unpaid obligations. Coverage may help with debt like outstanding medical bills, student loans, and even credit card debt.

Review the obligations your family would need help covering.

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

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

You have worked hard to build up your business to where it is today. Life insurance can help reduce financial uncertaint...
09/06/2026

You have worked hard to build up your business to where it is today. Life insurance can help reduce financial uncertainty for your family and business!

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everyt...
09/06/2026

The irony for many high earners isn't that they've ignored their finances—it's that they've been meticulous about everything except the source.
The investments are diversified. The estate plan is drafted. The insurance covers the house, the car, the valuables. But if their income stopped because of a covered disability event, how long would any of it hold?
That's the question many financial plans do not ask. It's worth finding out whether yours has an answer.
Schedule a quick income protection review to see where your plan stands.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Most business owners have a plan for what happens when equipment fails or inventory runs short. Few have a plan for what...
09/06/2026

Most business owners have a plan for what happens when equipment fails or inventory runs short. Few have a plan for what happens when they can't earn an income.
The clients, the revenue, the decisions that keep everything moving—none of it runs without you. Losing your income is an exposure many balance sheets never account for.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Address

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

Alerts

Be the first to know and let us send you an email when Tushar Patel, Financial Services Professional with NYLIFE Securities LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Tushar Patel, Financial Services Professional with NYLIFE Securities LLC:

Shortcuts

Share