David Kosineski Email & Phone Number

Dedicated financial professional at New York Life specializing in empowering small business owners and their employees to achieve financial success. With a proven track record in the financial industry, I provide comprehensive guidance on retirement planning, employee benefits, and risk management strategies. My mission is to build lasting relationships by delivering tailored financial solutions that align with small businesses' unique needs and goals. Let's collaborate to navigate the complexities of financials, ensuring a secure future for entrepreneurs and their valued employees. 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 Company 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 and a New York Life Company.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.I am not licensed in all jurisdictions.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.801 N. Brand Ave Glendale, CA 91205(818) 662-7500CA Insurance License #: 4276519

Listed skills include Telephone Skills, Customer Service, Powerpoint, Data Entry, and 12 others.