David Witte Financial Professional Services with NYLife Securities LLC

David Witte Financial Professional Services with NYLife Securities LLC Financial Services Professional offering products and services through NYLIFE Securities LLC. Retirement/Estate planning. I am not licensed in all jurisdictions.

I run a Financial Service Practice that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement/estate planning and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed

with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience ot other customers. These testimonials are no guarantee of future performance or success.

639 Loyola Avenue, Suite 1900
New Orleans, LA. 70113
Business: (504) 356-3517

Single parents deserve all the respect—and help—they can get. While there’s no checklist for what to do when you become ...
07/18/2024

Single parents deserve all the respect—and help—they can get. While there’s no checklist for what to do when you become a single parent, I can help you with the financial solutions you need to give them the life they deserve.

Read New York Life's complete guide to financial planning and life insurance tips for single parents for helpful tips.

07/14/2024

Do you know that life insurance can do more than protect your loved ones? As this video shows, our latest products are much more than that. Call me after you look it over and let’s talk about all the good that it can do.

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked am...
07/13/2024

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

New York Life recently ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

07/12/2024

Making people feel more secure is what we’re about. So even though dividends are not guaranteed—I’m proud to say that 2023 will be the 169th consecutive year that eligible policy owners receive them. Let’s talk about what that could mean for your future.

New York Life declares largest dividend in company history with $2.0 billion total payout expected in 2023

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of ho...
07/11/2024

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

07/07/2024

In today’s economy, handling an inheritance and effectively managing its investments has become increasingly challenging. In fact, a significant 58% of adults who are poised to inherit anticipate that inflation will be a substantial or moderate influence on its overall value. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

According to New York Life's Wealth Watch 2024 outlook survey, only 37% of adults met or exceeded their savings goal for...
07/06/2024

According to New York Life's Wealth Watch 2024 outlook survey, only 37% of adults met or exceeded their savings goal for 2023 without having a financial strategy. Want to achieve more of your financial goals? Reach out, and I'll help you come up with a strategy for the rest of 2024 and beyond.

Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.
07/05/2024

Homeowners cannot avoid property taxes, but there are strategies to potentially decrease your bill.

Year after year, the cost of higher education continues to climb, and many parents face the troubling prospect that expe...
07/01/2024

Year after year, the cost of higher education continues to climb, and many parents face the troubling prospect that expenses could increase significantly more by the time their kids get to college. Investing in a 529 college-savings plan offers tax and financial aid benefits, and it can help give your savings the opportunity to grow in the stock market.

The sooner you start, the more money you’ll have for your child’s education.

The decision to rent or buy your home is not purely financial.
06/30/2024

The decision to rent or buy your home is not purely financial.

The decision to rent or buy your home is not purely financial. 

Social Security benefits are a vital part of your retirement income. Know your options.https://bit.ly/4cFcKoz
06/29/2024

Social Security benefits are a vital part of your retirement income. Know your options.
https://bit.ly/4cFcKoz

As the cost of colleges and universities continue to skyrocket, Gen-Zers are looking to trade schools to kickstart entre...
06/28/2024

As the cost of colleges and universities continue to skyrocket, Gen-Zers are looking to trade schools to kickstart entrepreneurship dreams.

Address

1 Galleria Boulevard Suite 1050
Metairie, LA
70001

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