James Patino-Roman, Financial Services Professional Nylife Securities LLC

James Patino-Roman, Financial Services Professional Nylife Securities LLC I offer a variety of products that can help you meet a number of insurance and financial needs. THAT'S WHY I DO WHAT I DO!

I met How important it is to plan for the future when i helped my uncle calling Social Security regarding his retirement and sadly realized he would get a very low income that wouldn't reach for his mortgage payments and living. Tired, he had to go back to work, where after being in the construction industry for over 25 years he already had pain and knees pain. That day i compromised to educate an

d empower my community on ways to achieve their financial goals taking consideration of their doubts and fears. 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 Company 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.

420 Lexington Avenue
15th Floor
New York, New York 10170
Tel: (646) 377-8160
Cel: (973) 757-8133

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. 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.

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the ...
12/27/2022

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips...
12/21/2022

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s tal...
12/17/2022

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s talk about financial solutions that will work best with your benefits.

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become e...
12/14/2022

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from

Your new job’s group disability insurance may not be enough protection against a loss of income if an injury or sickness...
12/07/2022

Your new job’s group disability insurance may not be enough protection against a loss of income if an injury or sickness prevents you from working. I can help you develop an income protection strategy. Let’s talk.

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the fo...
12/07/2022

When it comes to recruiting, onboarding, and retaining talent, the virtual environment is the place to be. Follow the four tips outlined in this article to get started, and contact me for other helpful strategies and solutions.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and ...
11/30/2022

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and outlines some of the tools that are available to help. Let me know if you have any questions.

Keeping talented workers is essential to any thriving business. New York Life has 6 tips to retain employees and promote a positive workplace environment.

Starting a new career means setting new financial goals to put you and your family a little closer to achieving your dre...
11/27/2022

Starting a new career means setting new financial goals to put you and your family a little closer to achieving your dreams. I can help you find financial solutions for securing your goals.

Worried about losing talent during the "Great Resignation"? Check out this article providing 3 easy ways to help workers...
11/23/2022

Worried about losing talent during the "Great Resignation"? Check out this article providing 3 easy ways to help workers stay happy and productive. Feel free to look it over and reach out to me for more recommendations.

It is vital to support the happiness and productivity of your workforce. Learn how through open communication and a strong benefits package from New York Life.

Whether you changed jobs for a better work-life balance or a more fulfilling career, starting a new job is a great time ...
11/17/2022

Whether you changed jobs for a better work-life balance or a more fulfilling career, starting a new job is a great time to work on good financial habits. I can help you with financial strategies for navigating this transition.

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutio...
11/17/2022

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutions can help give you a competitive advantage.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

12/23/2020

Looking for a great way to help protect your mortgage? DM me and I'll explain how you can use life insurance to help alleviate the risk of your family being left with an unmanageable financial burden.

Ensure your family's home security with life insurance for mortgage protection. Customize a solution that fits your needs with a New York Life agent today!

Address

New York, NY
10170

Telephone

+19737578133

Website

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