Jesus A. Lopez, Partner with New York Life

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Jesus A. Lopez, Partner with New York Life

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As a Partner at New York Life Insurance Company Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

495 North Keller Road
Suite 150
Maitland, FL 32751

07/10/2026

The data in NerdWallet's August Financial Resilience Index suggests that the majority of Americans' feeling that they're in control of their daily finances may be more felt than earned.

05/10/2026

People are living longer and as a result, retirement lasts longer. That means retirement planning is about creating an income strategy designed to support a longer time horizon.

If you'd like to revisit your retirement plans and discuss how a longer retirement may affect your goals, let's connect.

02/10/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

30/09/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

29/09/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

28/09/2026

Market declines early in retirement can have a lasting effect when withdrawals are involved. Building a strategy that provides income stability may help create greater flexibility when markets fluctuate.

Let's talk about ways to help strengthen your retirement income strategy for the years ahead.

25/09/2026

We’re seeing exciting opportunities in our local office. New York Life has modernized its agent contract and benefits, making this an especially compelling time to explore the Financial Professional role.
If you’re open to a conversation about what your next step could look like, I’d be glad to connect.
For an overview of Financial Professional income and benefits, visit: https://nyl.co/4rwUoyJ

23/09/2026

Latino-owned businesses are thriving—and they need financial professionals who understand their goals and values. If you're passionate about empowering diverse communities through financial guidance, let’s talk about how you can make a difference.

22/09/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

Address

495 N Keller Rd, Ste 150
PA
32751

Opening Hours

Monday	08:00 - 20:00
Tuesday	08:00 - 20:00
Wednesday	08:00 - 20:00
Thursday	08:00 - 20:00
Friday	08:00 - 19:00
Saturday	10:00 - 15:00
Sunday	10:00 - 15:00

Telephone

+15709948811

Website

http://www.newyorklife.com/

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