Maria Serloy Valente, Licensed Agent with New York Life Insurance Company

Maria Serloy Valente, Licensed Agent with New York Life Insurance Company Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

201 Jones Road, 5th Floor
Waltham, MA 02451

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.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
04/15/2025

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

Surprisingly, nearly half of Americans 50+ with credit card debt are using it just to cover essentials like food, housin...
04/15/2025

Surprisingly, nearly half of Americans 50+ with credit card debt are using it just to cover essentials like food, housing, and healthcare. With debt on the rise, it’s a growing concern.
This article from AARP breaks down the seniors with credit card debt:
If you have questions about managing debt or planning for retirement, I’m here to help—let’s talk!
https://fxn.ws/4jxJIuq

Smart cash flow management can have a bigger impact on your retirement savings than simply earning more. Don’t let commo...
03/27/2025

Smart cash flow management can have a bigger impact on your retirement savings than simply earning more. Don’t let common mistakes derail your future. Check out this article on three cash flow pitfalls to avoid—and how to enjoy life now while still saving for the future.
Want to maximize your retirement strategy? Let’s talk!
https://bit.ly/3E6UVmx

APR (Annual Percentage Rate) affects every loan you take—mortgages, credit cards, auto loans, and more. Understanding it...
03/13/2025

APR (Annual Percentage Rate) affects every loan you take—mortgages, credit cards, auto loans, and more. Understanding it can help you make smarter financial choices. Check out this helpful article to learn how APR works and how to secure better rates!
Need guidance on life insurance and financial strategies? I'm here to help!
Article is for information purposes. Contact your bank, credit card company, or your loan provider for guidance regarding your specific situation.
https://bit.ly/4kMfhlC

Discover how Gen Z, Millennials, Gen X, and Baby Boomers manage their money with insights from New York Life Wealth Watc...
02/13/2025

Discover how Gen Z, Millennials, Gen X, and Baby Boomers manage their money with insights from New York Life Wealth Watch. Gain tips to personalize your financial strategy.
No matter what your age is, If you'd like to discuss how to fine-tune your financial strategies.
Read the article: https://nyl.co/4hYluIP

The Fed’s recent rate cut could mean big changes for your finances—but the impact is in the details. From mortgage rates...
01/16/2025

The Fed’s recent rate cut could mean big changes for your finances—but the impact is in the details. From mortgage rates to savings accounts, even small differences can add up.
Curious how it affects you? Check out this quick, insightful article.
Article is for informational purposes only. It is not intended as a solicitation for savings products or mortgages.
https://yhoo.it/4hkh5Qr

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2025

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2024

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

The holiday season brings joy and celebration, but it can also bring unexpected expenses. From gifts to gatherings, spen...
12/12/2024

The holiday season brings joy and celebration, but it can also bring unexpected expenses. From gifts to gatherings, spending can stack up quickly. Plan ahead and keep your budget on track with these helpful tips:
https://nyl.co/49xiyzU
If you’d like to explore more ways to align your financial habits with your goals, let’s chat.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/28/2024

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

Retirement often brings spending dilemmas—balancing between outliving savings or sacrificing your ideal lifestyle. Fortu...
11/26/2024

Retirement often brings spending dilemmas—balancing between outliving savings or sacrificing your ideal lifestyle. Fortunately, there are ways to feel more confident. Discover how two retirement experts suggest overcoming the fear of spending in retirement.
Feel free to reach out with any questions about your retirement goals.
https://bit.ly/3COLIyw

Address

Waltham, MA
02451

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Sunday 9am - 9pm

Telephone

+19784355990

Website

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