Joe Gerrity, Licensed Agent with New York Life

Joe Gerrity, Licensed Agent with New York Life

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC. As a licensed Agent of New York Life Insurance Company 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.

05/07/2020

We share your concerns about the coronavirus, and we’re here to help answer questions, give guidance, and provide peace of mind—just like always.

01/06/2020

Five good reasons why whole life can be good for your portfolio. | New York Life

Worried about your portfolio?: A Morningstar study found you can get similar return with potentially less risk by adding whole life insurance to the mix. Learn more.

Five good reasons why whole life can be good for your portfolio. | New York Life While whole life insurance is about protecting the people who rely on you, a recent study found that is can help protect your portfolio as well.

Growing Family - Protection For Your New Baby | New York Life 01/02/2020

Growing Family - Protection For Your New Baby | New York Life

To be ready for what's ahead, you have to start preparing today. See how life insurance can help make this year the beginning of a strong financial future.

Growing Family - Protection For Your New Baby | New York Life Did you recently have a baby? Learn today how you can keep your new addition to the family safe and secure through life's ups and downs with New York Life.

Discussing finances with your family: Ideas and inspiration. | New York Life 12/05/2019

Discussing finances with your family: Ideas and inspiration. | New York Life

The holidays are a great time to discuss finances that affect the whole family. Here are some ideas you can use to get started.

Discussing finances with your family: Ideas and inspiration. | New York Life It's important to discuss key financial matters with your loved ones as soon as possible so everyone's informed about the key issues.

Timeline photos 07/22/2019

Because protecting your family's future is serious business.

Timeline photos 07/09/2019

Congrats to MainStay Funds, the mutual fund arm of New York Life Investments, for being ranked #2 by Barron's in their 2018 list of The Best Fund Families! MainStay also finished #2 in U.S. Equity and #3 in Tax Exempt Bond. Contact me to learn more about our award-winning fund family: http://bit.ly/2XZxwJU.

04/08/2019

Four ways that women can build a retirement backup plan.

Four strategies to help women prepare for retirement.

Four ways that women can build a retirement backup plan. Why women need a backup plan in case they need to retire early.

People Are Saving More Money for Retirement 12/17/2018

People Are Saving More Money for Retirement

Are you saving more, less or the same for retirement lately? Read this article from AARP to see what others are doing.

People Are Saving More Money for Retirement A recent survey found 28 percent of retirement savers are putting more away than they were in 2017, while about half are saving the same.

Reducing Taxes 12/17/2018

Reducing Taxes

How can business owners build wealth while trying to reduce their income taxes?

Reducing Taxes This is "Reducing Taxes" by The Nautilus Group® on Vimeo, the home for high quality videos and the people who love them.

Key tips for first-time life insurance buyers. 12/03/2018

Key tips for first-time life insurance buyers.

Life insurance can be a great gift, but with so many options available, choosing the right policy can be difficult. Read these tips and give your loved ones peace of mind this holiday season.

Key tips for first-time life insurance buyers. Looking to buy life insurance for the first time?

Four ways that women can build a retirement backup plan. 06/11/2018

Four ways that women can build a retirement backup plan.

Four strategies to help women prepare for retirement.

Four ways that women can build a retirement backup plan. Why women need a backup plan in case they need to retire early.

Enjoying retirement. 06/06/2018

Enjoying retirement.

Imagine getting a paycheck without the work.

Enjoying retirement. Learn how New York Life can help convert your savings into reliable income, so you can retire without the need to work for a paycheck.

Business Life. 04/19/2018

Business Life.

When you run your own business, every little bit of help counts.

Business Life. Managing your expenses, empowering your employees, keeping it all going and still having time for all the important things-running your own business takes more than hard work.

Custom Whole Life: One policy, many paths. 01/08/2018

Custom Whole Life: One policy, many paths.

We just lowered the rates on our most popular whole life policy. If you ever wanted lifetime coverage, now’s the time to talk.

Custom Whole Life: One policy, many paths. Our one-of-a-kind custom whole life policy is unique to New York Life. It’s a permanent policy with a payment plan tailored to your needs.

How to get the most value for all your family values. 12/27/2017

How to get the most value for all your family values.

Let’s put security at the top of your resolution list this year.

How to get the most value for all your family values. Life insurance can give your family the gift of financial security. And there’s no better present than that.

8 things to give up to retire by 40, from real people who have done it 09/28/2017

8 things to give up to retire by 40, from real people who have done it

Here are 8 things to give up to retire by 40—from real people who have done it.

8 things to give up to retire by 40, from real people who have done it A few sacrifices can go a long way.

It may feel like you live to work. You can also ensure you retire to play. 10/27/2016

It may feel like you live to work. You can also ensure you retire to play.

Let's make sure your nest egg is large enough for the retirement you deserve.

It may feel like you live to work. You can also ensure you retire to play. As you near retirement, how will you know if you have a large enough nest egg? Learn how to convert your savings into reliable income.

Smart retirement strategies for the long run. Starting with the short run. 10/19/2016

Smart retirement strategies for the long run. Starting with the short run.

How much will you really need in retirement?

Smart retirement strategies for the long run. Starting with the short run. Want to keep your current lifestyle in retirement? Your prime income earning years are a smart time to save. Learn how New York Life can help.

3 Reasons to Retire as Early as You Can 09/07/2016

3 Reasons to Retire as Early as You Can

Hiking the Adirondacks, spending quality time with your grandkids, opening your dream business: What are your reasons for retiring?

3 Reasons to Retire as Early as You Can One of the most difficult things about planning for retirement is that it's impossible to put a fixed time frame on how long your retirement will last.

Built for all times. 07/21/2016

Built for all times.

In a volatile economy, the mutual advantage could help you find peace of mind.

Built for all times. New York Life stands safe and secure even today, thanks to our financial strength, mutual structure. social and financial imperative of life insurance, and our...

Nest egg: Spend it or save it? 05/23/2016

Nest egg: Spend it or save it?

Is your Retirement Savings plan realistic? It may be time to review it.

Nest egg: Spend it or save it? A new study on retirement spending finds attitudes are all over the map and continuing to change.

6 Retirement Moves to Make in Your 30s 03/28/2016

6 Retirement Moves to Make in Your 30s

At this age you've got lots of financial responsibilities. Here's how to keep retirement from getting lost in the mix.

6 Retirement Moves to Make in Your 30s These financial strategies will help you build wealth for retirement.

6 smart uses for your tax refund 03/21/2016

6 smart uses for your tax refund

70% of Americans are expected to get a tax refund this year. If you're one of them, here are some ways to make the most of it.

6 smart uses for your tax refund It might be the biggest check you receive all year, so spend it wisely.

Drawing down money from retirement accounts. 03/07/2016

Drawing down money from retirement accounts.

A recent study found people who had been retired for three years were living on about 66% of their pre-retirement income. So how much do you really need to save?

Drawing down money from retirement accounts. With traditional pensions disappearing, people will need to rely on tax-qualified vehicles to fund their retirement years.

Investing in equities for the long term 01/12/2016

Investing in equities for the long term

Worried about what market volatility means for your investments? Take a look at these tips.

Investing in equities for the long term Sometimes investing in the stock market can be like riding a roller coaster. Despite market ups and downs, there are several common strategies you can use to help weather volatility and keep your investments afloat.

10 Things to Know About Money Before You're 40 12/14/2015

10 Things to Know About Money Before You're 40

Are you ready for the next half of your life? Here's how to stress test your financial fitness.

10 Things to Know About Money Before You're 40 Life gets complicated in your...

New QLAC changes promote guaranteed income later in life. 12/07/2015

New QLAC changes promote guaranteed income later in life.

Why take required minimum distributions when you don’t really need them? A QLAC gives you the flexibility for more income later and pay fewer taxes today.

New QLAC changes promote guaranteed income later in life. New rules provide exception to Required Minimum Distributions.

New rules provide exception to Required Minimum Distributions 11/23/2015

New rules provide exception to Required Minimum Distributions

Are you still working and not in need of the funds—or the taxes—from your required minimum distributions? See how a QLAC can help you get more income later in retirement and pay fewer taxes today.

New rules provide exception to Required Minimum Distributions Recent regulatory changes provide increased flexibility as to how qualified assets may be distributed.

Investing for the Long Term 11/16/2015

Investing for the Long Term

Are the ups and downs of the market stressing you out? While I completely understand, I also know how important it is to stay the course and not overreact. Before you do anything you may regret later, please take a moment to read the attached article, then give me a call so we can talk it over.

Investing for the Long Term The ups and downs of the financial markets can be the best way to achieve long-term investment goals. MainStay can help you understand volatile markets.

November is Long Term Care Awareness Month 11/05/2015

November is Long Term Care Awareness Month

The Federal Administration on Aging estimates that by 2020, 15 million seniors will require long-term care – 50% more than today.

November is Long Term Care Awareness Month Learn about your long-term care options.

6 Retirement Tips for Millennials 10/26/2015

6 Retirement Tips for Millennials

At your age, saving for retirement probably doesn't rank too high on your list of financial priorities. But before you dismiss it entirely, take a look at the following article and see for yourself why now really is the best time to start.

6 Retirement Tips for Millennials Saving a small amount in your 20s can grow to an impressive sum by age 65.

Planning in your 50s 10/19/2015

Planning in your 50s

What have you achieved, or plan to achieve, in your 50’s?

Planning in your 50s If you haven’t started your retirement planning yet, then now’s the time put one in action. The good news is that Americans over 55 are contributing to the economy in record numbers and that you still have 10-15 peak earning years left to reach your goals.

07/30/2015

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
~Robert Kiyosaki

07/28/2015

Working hard for something we don't care about is called stress. Working hard for something we love is called passion."
~Simon Sinek

Category

Telephone

Address


1 Lakeshore Ctr, Ste 202
Bridgewater, MA
02324

Other Insurance Agents in Bridgewater (show all)
Cindi Velez / New York Life Cindi Velez / New York Life
2 Lakeshore Center
Bridgewater, 02324

Agent licensed to sell insurance through New York Life Insurance Company.

Brian Coughlin - Licensed Agent with New York Life Brian Coughlin - Licensed Agent with New York Life
Bridgewater, 02324

Licensed Agent to sell insurance through New York Life Insurance Company. covering estate planning, education and financial strategies for retirement.

Ronald W. Shephard II, Licensed Agent with New York Life Ronald W. Shephard II, Licensed Agent with New York Life
Bridgewater, 02324

Agent licensed to sell insurance through New York Life Insurance Company.

Stephanie Nowacki, Licensed Agent with New York Life Stephanie Nowacki, Licensed Agent with New York Life
Bridgewater, 02324

Agent licensed to sell insurance through New York Life Insurance Company.

Thomas Honiss, Agent with New York Life Thomas Honiss, Agent with New York Life
1 Lakeshore Center, Suite 202
Bridgewater, 02324

Megan Pimentel, Licensed Agent with New York Life Megan Pimentel, Licensed Agent with New York Life
1 Lakeshore Center
Bridgewater, 02324

Agent licensed to sell insurance through New York Life Insurance Company.

Estabrook & Chamberlain Insurance Agency Estabrook & Chamberlain Insurance Agency
45 Main St
Bridgewater, 02324

SuperMedia Content Disclaimer: http://spag.es/hjh9DV

Norman Chipman, Registered Representative with Nylife Securities LLC Norman Chipman, Registered Representative with Nylife Securities LLC
1 Lakeshore Ctr, Ste 200
Bridgewater, 02324

Financial Services Professional offering securities products and services through NYLIFE Securities LLC

Diana Figueiredo, Financial Services Professional, Nylife Securities LLC Diana Figueiredo, Financial Services Professional, Nylife Securities LLC
1 Lakeshore Center - Suite 202-204
Bridgewater, 02324

I am a Financial Services Professional offering securities products and services through NYLIFE Secu

Jim Pauliks, Financial Services Professional with Nylife Securities LLC Jim Pauliks, Financial Services Professional with Nylife Securities LLC
1 Lakeshore Ctr
Bridgewater, 02324

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Victoria Villareale, Licensed Agent with New York Life Insurance Company Victoria Villareale, Licensed Agent with New York Life Insurance Company
[email protected]
Bridgewater, 02324

Hello Everyone! As your local New York Life Representative I have the ability to provide insurance as well as help my clients achieve their financial goals

Maria Diaz Santos, Agent with New York Life Maria Diaz Santos, Agent with New York Life
Bridgewater, 02324

Agent Licensed to sell insurances through New York Life Insurance Company.