New York Life - Shawn Reid Financial Professional
Categories
Financial Services
Hours:
I can assist at any time that works best for the client either in person or virtually
Driving Directions:
I have options available to meet via client residence, business residence, mutual public location, NYL Raleigh corporate office, by phone, or virtually.
About Us
I specialize in providing personalized financial planning services and solutions to meet the needs of families and small businesses. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.
Highlights
- Financial & Retirement Strategy Planning
- Tax Diversification Consulting
- Life, Long Term Care, and Disability Income Insurances
- Estate Planning and Estate Documentation Preparation
- Business Benefit Solutions for Owners and/or Employees
