Testimonials

I began working with Wanda on retirement planning in 2021. Wanda was a wonderful partner from the beginning as she was a thoughtful listener in understanding what I was hoping to achieve for my retirement years.

Over the years, we have built a solid foundation on what was best for my goals and moved to other options with the varying market conditions/life situations by adjusting my portfolio strategy due to her vast knowledge, NYL’s resources and always connecting to walk through any questions/concerns I may have.

I continue to have great confidence in her up to date knowledge in building my retirement portfolio and for any client who needs a thoughtful financial professional.

^{The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.}