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FINANCIAL SERVICES · Waltham

New York Life Insurance

About

Fabiana Santos is a Registered Representative and Insurance Agent with New York Life who serves clients in Waltham. Her practice focuses on helping people understand their options and build personalized strategies that meet both current needs and future goals. She emphasizes long-term relationships, offering to help manage and update a client’s approach as life changes, and sees financial planning as a partnership built for the long haul.

Services span life insurance to replace lost income, long-term care insurance to help pay for care after an unexpected health event, and retirement income planning. Investments can support retirement as well as goals like paying for college, buying a business or purchasing a home. She also works with couples merging their finances. New York Life, founded in 1845, is a mutual company without shareholders, focused on its policy owners.

What to Know

  • New York Life reports paying dividends for more than 171 consecutive years.
  • The company has over 23,000 employees and agents in more than 120 offices nationwide.
  • Prospective clients can share a few details online to start a conversation with the agent.
  • The listing appears with the MetroWest Chamber of Commerce.

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