Specialties
About Me
Freda Walzer, MBA Financial Services Professional, New York Life Insurance Company Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC) Iām on a mission to help individuals, families, and business owners build, grow, and protect wealth through customized financial planning.
From life insurance and retirement income strategies to long-term care and business succession planning, I guide my clients through the full spectrum of financial decisions. Whether you're just starting to build, are preparing for retirement, or managing a legacy, my goal is to provide education, clarity, and confidence, not just products. I work virtually and am licensed in multiple states, offering complimentary consultations with no pressure, no fees, and solutions tailored to fit real lives. As part of the New York Life team, I have access to a full suite of tools, products, and planning strategies including: Life insurance (term, whole, universal, variable) Retirement planning solutions and annuities Tax diversification strategies Business owner and nonprofit planning Legacy and estate considerations Group benefits and financial wellness for teams I believe everyone deserves a plan they can trust, not just for today, but for tomorrow and generations to come. š Based in Uniondale, NY
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, FSCP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation ā
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Disclosures
Insurance and annuity products are offered through New York Life Insurance Company and its subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), a Delaware Corporation. Securities are offered through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. NYLIAC and NYLIFE Securities LLC are wholly owned subsidiaries of New York Life Insurance Company. This information is intended for general education and informational purposes only. It is not intended to be legal, tax, or investment advice. Clients should consult their own legal and tax professionals regarding their specific situation. Guarantees are based on the claims-paying ability of the issuing insurance company. Investments in variable products are subject to market risk, including possible loss of principal. Please consider the investment objectives, risks, charges, and expenses before investing. Product and fund prospectuses can be obtained from your financial professional and should be read carefully before investing. Freda Walzer is licensed to offer insurance and securities products in select states. Not all products and services are available in all states. Licensing available upon request.