Shannon Brown, Financial Services Professional with Nylife Securities LLC

Shannon Brown, Financial Services Professional with Nylife Securities LLC 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. Office: 201 Jones Rd 5th Floor, Waltham, MA 02451
Phone: 863-738-4590

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. 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.

Let me know your answer in the comments below.
12/31/2024

Let me know your answer in the comments below.

The lack of financial literacy in the U.S. is leading to older adults living without financial security.
12/30/2024

The lack of financial literacy in the U.S. is leading to older adults living without financial security.

Poor financial literacy and a lack of foresight have led to this troubling reality. It's going to take tax policy changes, education and more to address it.

A dependent care flexible spending account is one of the most effective ways to lower your child care costs.
12/27/2024

A dependent care flexible spending account is one of the most effective ways to lower your child care costs.

With a dependent care FSA, you can set aside pretax funds to cover care expenses.

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right...
12/26/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right strategy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is get in touch.

Healthcare costs can be the wildcard of your budget. One way to manage those costs proactively is by saving to a health ...
12/25/2024

Healthcare costs can be the wildcard of your budget. One way to manage those costs proactively is by saving to a health savings account or HSA.

Saving for healthcare costs? Learn about HSA contribution limits for 2024 and 2025. Maximize your tax benefits and secure your financial future with this guide.

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 Fed's rate cut will provide relief for some borrowers, but savers will have to work harder to get decent returns.
12/23/2024

The Fed's rate cut will provide relief for some borrowers, but savers will have to work harder to get decent returns.

The Fed's rate cuts will provide relief for some borrowers, but savers will have to work harder to get decent returns.

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.
12/20/2024

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.

Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.

12/20/2024

新年快樂. May the year of the snake bring you opportunities for personal growth, new wisdom, and good fortune.

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. Th...
12/19/2024

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. The right policy can help you pay for expenses, grow wealth over time, and save money by locking in your rates early. Reach out and do more for your financial health.

12/19/2024

새해 복 많이 받으세요. May the year of the snake bring you opportunities for personal growth, new wisdom, and good fortune.

U.S. equity valuations are high, but the market continues to climb. This leads to the question: can the rally keep going...
12/18/2024

U.S. equity valuations are high, but the market continues to climb. This leads to the question: can the rally keep going? This week's discusses why the party might not be over just yet and considers trigger points for when it's time to reallocate. https://bit.ly/3BDaK3g

Address

201 Jones Road 5th Floor
Weston, MA
02451

Telephone

+18637384590

Website

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