Thomas Schaffer

Thomas Schaffer Email and Phone Number

Guiding Individuals,Business Owners,Executives and Retirees in making smart Financial Decisions for their Future @ New York Life Insurance Company
Thomas Schaffer's Location
Raleigh, North Carolina, United States, United States
Thomas Schaffer's Contact Details

Thomas Schaffer work email

Thomas Schaffer personal email

n/a

Thomas Schaffer phone numbers

About Thomas Schaffer

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency and a New York Life Company.I am also an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of North Carolina, South Carolina, Georgia, Montana and Virginia. No insurance business may be conducted outside this states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of North Carolina, Montana and Virginia. No offers may be made or accepted from any resident outside the specific states referenced.Neither Transitions Financial Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. 3200 Beechleaf Ct, Ste 820 Raleigh, NC 27604(919) 332 - 1957I offer a variety of products that can help you meet a number of individual and business insurance and financial needs, including but not limited to,college funding, retirement funding,lifetime income stratagies, key person and buy-sell funding,executive and business owner retirement solutions, and employee benefits. Please contact me to help you fully analyze your needs and recommend appropriate solutions.DisclaimerThe experience of the people described in this material may not be representative of the experiences of all of my clients. Furthermore, the experiences obtained by these people are not indicative of the future experiences that may be obtained by any of my clients.Registered Branch Address:4140 Parklake AvenueSuite 450Raleigh, NC 27612

Thomas Schaffer's Current Company Details
New York Life Insurance Company

New York Life Insurance Company

View
Guiding Individuals,Business Owners,Executives and Retirees in making smart Financial Decisions for their Future
Website:
newyorklife.com
Company phone:
212-576-7000
Company email:
socialmedia@newyorklife.com
Thomas Schaffer Work Experience Details
  • Transitions Financial Strategies, Llc
    President
    Transitions Financial Strategies, Llc Aug 2014 - Present
    As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. Making sure that your business that you worked so hard to build will continue to be successful in the event of death or disability of Owners/Partners or other Key Employees. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC Raleigh,NC. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.Transitions Financial Strategies, LLC is not owned or operated by New York Life or its affiliates.
  • Nylife Securities
    Financial Services Representative
    Nylife Securities Jun 2008 - Present
    I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Nov 2007 - Present
    New York, New York, Us
    I am an Agent licensed to sell insurance through New York Life Insurance Company.
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Oct 2009 - Dec 2012
    New York, New York, Us
    My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”
  • Healthmarkets, Inc.
    District Manager
    Healthmarkets, Inc. Jun 2003 - Sep 2007
    North Richland Hills, Texas, Us
    Health and Life insurance sales to the small business and self employed marketplace
  • The Schaffer Group, Inc
    President
    The Schaffer Group, Inc Jan 2001 - Aug 2003
    Schaffer Group DBA Holland Rental. A full service party and equipment rental firm
  • Ibm
    Director Of Marketing- Final Position
    Ibm Jul 1979 - Dec 2000
    Armonk, New York, Ny, Us
    Responsible for product portfolio for IBM Netfinity Storage Solutions

Thomas Schaffer Education Details

  • Marist College
    Marist College
    Business Marketing
  • Arlington High School
    Arlington High School
    High School

Frequently Asked Questions about Thomas Schaffer

What company does Thomas Schaffer work for?

Thomas Schaffer works for New York Life Insurance Company

What is Thomas Schaffer's role at the current company?

Thomas Schaffer's current role is Guiding Individuals,Business Owners,Executives and Retirees in making smart Financial Decisions for their Future.

What is Thomas Schaffer's email address?

Thomas Schaffer's email address is tr****@****nyl.com

What is Thomas Schaffer's direct phone number?

Thomas Schaffer's direct phone number is (919)-781*****

What schools did Thomas Schaffer attend?

Thomas Schaffer attended Marist College, Arlington High School.

Who are Thomas Schaffer's colleagues?

Thomas Schaffer's colleagues are Catherine Calise, Al Nevoso, Wilfredo Yanes, Peter Schettini, Jeane Cristina, Morgan George, Joshua Krysiewicz.

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