Providing quality financial strategies, and offers insurance and financial services, and employee benefits to businesses and individuals.
Do you have more financial responsibilities than resources? That’s not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That’s where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
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 and lifetime income strategies.
ABOUT SUZANNAH L. RICHARDS, CLU, ChFC:
Suzannah L. Richards, CLU, ChFC is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
Additionally, Suzannah L. Richards, CLU, ChFC is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Please contact me to help you fully analyze your needs and recommend appropriate solutions.
|Name or Company||Ocean Wealth|