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Echelon Wealth Management

3.7 (3 reviews)

Services - Echelon Wealth Management

Life insurance

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New York Life Insurance Company

New York Life Insurance Company

(3 reviews)

To person with problems with life insurance policy and corporate drags their feet paying out i.e…read more deceased grandmother waiting 4 months for payout. Policy issued less than 2 years prior to death so investigation shouldn't take near a year! File complaint with California Department of Insurance: http://www.insurance.ca.gov/01-consumers/101-help/

This is the best career choice I have ever made! From helping young families protect themselves to…read morefunding a college fund that's truly out of this world, New York Life has helped me go from a person of self interest to someone who gets to add value on a day-2-day basis .. What's the best part, you might be wondering.. Well here it is; I get to socialize AND help people!! I'm not stuck in a routine rut in some cubicle! Nor do I take orders from a manager! I do have a mentor though, who is actually a guiding hand to insure that I am on the right track to become a self-motivated Leader in all areas: Personal, Financial & Relationship Wise. I am so happy and grateful for the opportunity to have been, and currently be with a Fortune 100 company. @NewYorkLife Thank You! If you have any questions pertaining to: ____________________________________ -Life Insurance -Long Term Care Insurance -401(k) Rollovers -College Funding -Roth IRA PLEASE, feel free to text/call me at (209)326-3764 Or email: yassad@ft.newyorklife.com Looking forward to serving you and making you feel better than you did before contacting me, True fully yours, Yaroub Assad

Echelon Wealth Management - financialadvising - Updated May 2026

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