Julian Koev, Licensed Financial Professional with New York Life
Description
I offer a veriety of custom tailored solutions including helping with college funding, retirement, lifetime income and reaching financial independence. I am a Licensed agent with New York Life in the state of California, helping clients with custom tailored solutions to develop a sound financial strategy, achieve financial independence, create generational wealth, retire on their own terms, and leave a legacy. My California License number is, 0K36010.
I offer a variety of products and services 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.
Contact me with any questions or concerns you may have. I can also help you fully analyze your needs and recommend appropriate solutions specializing in the products and services I offer.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
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