Liam Sullivan, Agent with New York Life

Liam Sullivan, Agent with New York Life Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member
FINRA/SIPC), A Licensed Insurance Agency.

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 Comp

any 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. I am not licensed in all jurisdictions. 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
201 Jones Road, 5th Floor
Waltham, MA 02451
781-314-5922

Happy St. Patrick's Day! Today, we celebrate Irish culture, good luck, and the spirit of togetherness. Let’s join togeth...
03/17/2026

Happy St. Patrick's Day! Today, we celebrate Irish culture, good luck, and the spirit of togetherness. Let’s join together to embrace the joy of this special day! Share your favorite St. Paddy's traditions in the comments! Sláinte!

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter...
03/12/2026

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter and for official ruleshttps://bit.ly/4lJJyTf

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’...
03/05/2026

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/4aQE9pt to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to stre...
03/04/2026

In a complimentary session, you’ll get personalized insights into your financial story—plus practical next steps to strengthen it. Using proprietary tools and resources from New York Life, we’ll uncover opportunities, highlight strengths, and prepare for life’s uncertainties together. Reach out today. Your future is waiting.

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potenti...
02/27/2026

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potential care need. Click below to read this article to learn about your options.
https://cbsn.ws/3MydaFZ

This is exciting news! You could be our next winner! Deadline to enter is 3/6/26. Click here to enter and for official ...
02/24/2026

This is exciting news! You could be our next winner! Deadline to enter is 3/6/26. Click here to enter and for official ruleshttps://bit.ly/3OBxF56

02/23/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

Every financial strategy reflects important choices—about cost, certainty, flexibility, and growth. In this educational ...
02/20/2026

Every financial strategy reflects important choices—about cost, certainty, flexibility, and growth. In this educational seminar, industry expert Bobby Samuelson breaks down how life insurance works, from term insurance to permanent solutions including whole life, indexed universal life and variable universal life. He’ll also explain how permanent life insurance cash value can be a component of a financial strategy through death benefit protection, tax advantages, flexibility, and growth potential—helping you make more confident, informed decisions. Register today.

Live Online Event
Thursday, Feb. 26, 2026
3 p.m. ET

Register to attend: https://bit.ly/3MUPOdA
Registration Code:261803

02/16/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

02/09/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

Life insurance decisions can feel complicated—but they don’t have to be. Join us for an educational seminar featuring in...
02/05/2026

Life insurance decisions can feel complicated—but they don’t have to be. Join us for an educational seminar featuring industry expert Bobby Samuelson and learn how different types of life insurance can support a broader financial strategy—so you can move forward with greater clarity and confidence.
Register today.

Live Online Event
Thursday, Feb. 26, 2026
3 p.m. ET

Register to attend: https://bit.ly/4qu6sPe
Registration Code: 261803

02/03/2026

Did you know I can bring complimentary financial education workshops to local businesses and community groups? These sessions are all about sharing knowledge—no sales pressure, just real tools to help people make informed decisions. Know an HR leader, nonprofit, or group that could benefit? I’d love to connect with them.
Send me a message if you’d like to learn more!

Address

201 Jones Road 5th Floor
Waltham, MA
02451

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Website

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