McDonald Insurance Agency

Meet a local New York Life financial professional who understands your needs. In addition to insurance protections, we offer retirement planning, investment solutions, college funding, business solutions, and estate planning strategies. Call to learn more about how we can help today. Looking for a career in insurance and financial services that offers training, autonomy, and high-income potential? A local New York Life recruiter can tell you more. Any testimonials are based on individual experience and not a guarantee of future performance or success

The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.

HistoryWhile developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial plan utilizing the following products and services: Life, Disability, Long Term Care Insurance Investment Management Retirement Strategies Fixed and Variable Annuities Estate PreservationSpecialtiesAnne M. Rubeo, CLU, ChFC, CLTCis a full-service financial firm lead committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Our licensed financial advisors can help you execute a sound financial program utilizing the following products and services:Life, Disability, Long Term Care Insurance, Investment Management, Retirement Strategies , Fixed and Variable Annuities, Estate Preservation, 529 College Plan, and IRA and Roth.We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.