Financial ServicesBusiness InsuranceInsuranceInvestment ManagementLife InsuranceRetirement PlanningWealth Management

About Us

After 25 years in the corporate world, I am embarking on my own business helping individuals and businesses on long-term financial strategies discussing life and health insurance needs, estate planning, helping reach long-term wealth goals, avoid risk and assist with tax-deferred strategies. Please PM me to see how I can help you and your family protect not only the ones you love but your assets as well.

As a licensed Agent of New York Life Insurance Company, I offer a variety of solutions 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.

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.

Neither New York Life Insurance Company, nor its agents, provides 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. I am licensed in NY & NJ.

Specialties: Life & Health Insurance | Retirement Planning | Building & Preserving Wealth | College Funding | Estate Planning | Tax-Deferred Strategies | Risk Diversification | Long Term Care | Key Man Insurance | Buy-Sell Agreements | Fixed, Variable, Deferred Annuities |

Rep/Contact Info

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Mr. Christopher Paul Daleo
Financial Services Professional