Protect your family – now and into the future.
We know your family is everything to you, and we’ll do everything we can to help you protect what really matters–like your lifestyle and your financial future.
*Lee Mullinax Jr is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 100 Coastal Dr Suite 300 Charleston, SC, 29492 (843) 437-5390. In this regard, this communication is strictly intended for individuals residing in the states of FL, and SC. No offers may be made or accepted from any resident outside the specific states referenced.
Keeping a promise to help you protect and prosper for over 180 years
At the heart of New York Life is a commitment to be there for our customers when they need us—whether today or decades into the future. Since 1845, we have delivered on that promise by investing wisely, managing finances strategically, and remaining true to our mission as a mutual company.
Navigating Life's Changes
When life's changes come with financial questions, we can help. Please reach out to schedule an appointment
Retirement Planning
Take the next step towards building a personalized retirement strategy by contacting me today.
Periodic Financial Check-In
We check-in with our clients periodically to ensure you are on track to reach your financial objectives.
