Build Your Legacy

World-class support to further your financial and career goals

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Paving the Way for Sustained Growth

New York Life has been in business for more than 175 years, and our Milwaukee General Office was one of the founding offices for this renowned name in the industry. Our legacy is now your legacy. Working with our dedicated team, you'll get personalized attention and thoughtfully tailored services that address your unique needs as an individual. We take the time to get to know you so we can help you build the life you want, so whether you're a financial professional seeking the best next step in your career or you're a new client looking to chart your path for the future, we can help. Our diverse team welcomes individuals from all walks of life, and we're excited to share our experiences, expertise, and support with you.


We emphasize mentorship within our team to help every agent strengthen their skill sets. Our senior agents build leadership skills by actively assisting new agents as they establish their careers. This unity helps us build a stronger team at every level.


We maintain a close-knit, family-oriented office environment. Our team members enjoy working in a supportive workplace that promotes each individual's success. Clients enjoy the benefit of a collaborative team that works together to provide the best possible services and solutions.


We use the latest technology to streamline our processes and offer robust resources for both agents and clients to serve them in the best way possible. We're here to provide everything we can to empower others because we know when they succeed, we do too.


If you're looking for a successful career in the financial industry, New York Life has the tools and resources to help you reach the next level. We offer extensive training programs that educate agents on the financial matters that are important to our clients so that they're well-equipped for any situation. With over 175 years in the industry, we offer ample opportunities for advancement so you can build a rewarding, lifelong career. Whether you're new to this or have years of experience, we can provide the resources and support you need for success.

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