Lionheart Financial LLC

Lionheart Financial LLC Insurance and Financial Solutions Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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. 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. Add

itionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 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. 420 Lexington Avenue, Fl 15th New York, NY 10170 (646) 227-0000

Neither Lionheart Financial LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Lionheart Financial LLCis not owned or operated by New York Life Insurance Company or its affiliates.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
07/07/2026

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

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions be...
06/25/2026

Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.

But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:

https://nyl.co/3Soj92F

If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.

This Juneteenth, take time to honor history, celebrate progress and support one another.
06/19/2026

This Juneteenth, take time to honor history, celebrate progress and support one another.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4vOhfH3

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider th...
06/03/2026

Recent market moves suggest traditional correlations are breaking down. In response, investors may need to reconsider their reliance on traditional diversification strategies and rethink how they manage risk in portfolios. Learn more in this week's : https://bit.ly/4uamu2j

Address

420 Lexington Avenue, Fl 15th
New York, NY
10170

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