Ione Financial Partners

As your local New York Life agent and NYLIFE Securities registered representative, I offer insurance and investment products and services to help you protect what's important, invest for the long term, and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success.

Security Federal Trust offers a range of administrative, financial planning, asset management and record-keeping services. It offers formation of various types of trusts that include charitable remainder, irrevocable, revocable and special needs trusts. The company also offers formation of conservatorships and trusts under will. Security Federal Trust also offers various elder care financial management services that include bill payment, investment and day-to-day financial transactions. The company is a wholly owned subsidiary of Security Federal Bank and its clients include individuals, businesses and nonprofit organizations. Security Federal Trust is authorized by the Office of Thrift Supervision to provide trust, investment and asset management services.

With American National, you get a dedicated agent ready to help you make well-informed decisions about protecting your lifestyle. I’m here with the know-how and products to help you manage your family’s risks, no matter what stage of life you are in...