About NYLIFE Securities
NYLIFE Securities focuses on providing clients with world-class brokerage services and a wide variety of investment options. As a registered broker- dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth.
Our exceptional client service, investment platform, and competitive cost structure can help address clients’ needs, regardless of their financial objectives. Our goal is to develop a long-term financial relationship with our clients and to prudently serve their needs throughout their life.
Your goals are our goals. Let’s get there together
Get guidance to build a thoughtful, long-term investment strategy aligned with your goals and comfort level. Together, we can explore options such as:
Access to over 2,500 mutual funds
Self-directed, tax-deferred Individual Retirement Accounts (IRAs)
Multiple 529 college savings plans
Leverage options to evaluate your employer-sponsored retirement plan options. From SIMPLE IRAs to defined contribution and defined benefit plans—so you can choose a structure that supports your company and your employees.
Retirement Planning Services
NYLIFE Securities offers a wide range of investment options for qualified employer tax-deferred retirement plans. From self-employed to the small-business owner, we can provide access to financial solutions based on the number of employees, eligibility and contribution limits, or administration responsibility.
The types of retirement plans available are:
Simplified Employee Pension Plan (SEP IRA)
Savings incentive Match Plan for Employees (SIMPLE IRA)
401(K)
Profit Sharing or Money Purchase Plan
403 (b) Title I
