Jeff Frank, Registered Representative with NYLIFE Securities LLC

Jeff Frank, Registered Representative with NYLIFE Securities LLC I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC I am not licensed in all jurisdictions.

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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, 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.

595 East Swedesford Road
Suite 300 - Third Floor
Wayne, PA 19087
Office Number (484) 595-2424

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My Pennsylvania Insurance license number is 704611
My California Insurance license number is 0J22254

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2025

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2024

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/28/2024

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

This  , we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday f...
11/12/2024

This , we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

This  , we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication in...
11/11/2024

This , we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and de...
11/11/2024

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

At New York Life, we know that small businesses are the heart and soul of our communities. This   and every day, we're c...
11/10/2024

At New York Life, we know that small businesses are the heart and soul of our communities. This and every day, we're committed to helping local businesses thrive. Reach out to learn how I work with small businesses like yours.

U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflati...
09/21/2024

U.S. economic data has changed. With investors and the Fed now focusing more on the labor market and growth than inflation, market behavior may look different in the autumn than it did over the summer. This has important implications for asset allocation. For the team’s best ideas, visit: https://bit.ly/4eeAO2S

Investors have flocked to private credit as higher interest rates meant higher yield.  Now, with interest rates moving l...
09/20/2024

Investors have flocked to private credit as higher interest rates meant higher yield. Now, with interest rates moving lower, credit managers are looking for differentiated sources of value add. Host Lauren Goodwin speaks with Patrick Koehl of Apogem Capital and Julien Rigon of Kartesia to identify how borrowers are faring, which areas of the asset class are most attractive, and how best to capture that potential.
https://bit.ly/47ABpJA

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can hel...
09/19/2024

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the un...
09/18/2024

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.

The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should...
09/17/2024

The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should be allocated to housing costs. But these days, not everyone follows that advice.

“The more money people spend on housing, the less they have for essential bills."

Address

595 East Swedesford Road Suite 300 Third Floor
Wayne, PA
19087

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 6pm
Saturday 9am - 1pm

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