Jesus A. Lopez, Partner with New York Life

11/05/2026

We as Team Apex 🏔️, based in the Orlando General Office of New York Life and NYLIFE Securities, our mission is to empower individuals, families, and businesses by providing comprehensive, top-tier financial solutions tailored to every stage of life. We are committed to enhancing financial literacy—especially within underserved communities—equipping them with the knowledge and tools to build generational wealth.

Our team specializes in retirement planning, risk management, tax and risk diversification, long-term care strategies, employee benefits, and holistic wealth management. Through personalized guidance, ethical leadership, and unwavering dedication, we help our clients reach their Financial APEX 🏔️—confidently and securely.
financial guidance preperation personalizedsolutions wealthmanagement riskmanagement retirementplanning retirement longtermcare disability employeebenefits

21/02/2026

As we continue growing our team at the Orlando General Office for New York Life, I’m looking to connect with driven, coachable professionals who are seeking more — more growth, more impact, and more ownership over their future.

We offer:
• Comprehensive training & mentorship
• Competitive compensation and Pension
• A path to leadership
• The backing of a Fortune 69 company

If you’re exploring your next move or open to a conversation about building a meaningful career, let’s connect.

📞 570-994-8811
📧 [email protected]

27/11/2025

🍂 Happy Thanksgiving from Team Apex! 🍂

As we gather with loved ones today, we’re reminded of how important it is to practice gratitude—even in the midst of challenging or uncertain times. Thanksgiving invites us to pause, reflect, and recognize the many blessings that continue to surround us each day.

To our friends, colleagues, clients, and future clients: thank you for trusting us, supporting us, and allowing us to be a part of your journey. Your partnership means more than you know.

As we enter the holiday season, Team Apex remains committed to serving and supporting our community through the end of the year and into a strong, inspiring start to 2026. Together, we look forward to building, protecting, and planning for what matters most.

Wishing you and your families a warm, joyful, and abundant Thanksgiving. 🧡

— Team Apex, New York Life Orlando General Office

Apex

15/07/2025

Team Apex Mission Statement

We as Team Apex 🏔️, based in the Orlando General Office of New York Life and NYLIFE Securities, our mission is to empower individuals, families, and businesses by providing comprehensive, top-tier financial solutions tailored to every stage of life. We are committed to enhancing financial literacy—especially within underserved communities—equipping them with the knowledge and tools to build generational wealth.

Our team specializes in retirement planning, risk management, tax and risk diversification, long-term care strategies, employee benefits, and holistic wealth management. Through personalized guidance, ethical leadership, and unwavering dedication, we help our clients reach their Financial APEX 🏔️—confidently and securely.

07/05/2025

Let’s celebrate neurodiversity, promote inclusion, and support all . Small acts of understanding make a big difference! It’s time we create a world where autistic people are recognized and have all the opportunities they deserve.

06/05/2025

An ABLE account can help improve quality of life for individuals with a disability — it permits tax efficiencies for ongoing expenses without jeopardizing benefits.

An ABLE account can improve quality of life for individuals with a disability — it permits tax-free saving for ongoing expenses without jeopardizing benefits.

05/05/2025

In this week's , New York Life Investments' Global Market Strategy team discusses Liberation Day, which is coming – though investors could be forgiven for not feeling especially free. Announced for April 2, the term refers to the Trump administration’s planned rollout of reciprocal tariffs aimed at trade partners with big surpluses and steep barriers to U.S. exports. The idea is to “level the playing field” in global trade, and the hope is more clarity could reduce investor angst – even if that clarity comes with higher trade barriers.
https://bit.ly/4d3fxsQ

02/05/2025

Americans are less satisfied with their life in retirement and cite inflation and higher healthcare costs as just two of the problems they're facing.

01/05/2025

Empowering others with financial knowledge is more than a job—it’s a mission. As a financial professional, you can make a real impact while building a rewarding career. If you're driven to help others and want significant growth potential, let’s talk!

30/04/2025

Americans are staying in the same job for shorter periods of time than in the past. Learn how a job change could affect your personal finances and preparing for the future.

Job tenure is decreasing, according to this analysis. Workers leaving their jobs should keep these financial considerations in mind.