Roger D. Sims, Financial Professional - New York Life
Why pick this one
Roger D. Sims serves High Point, North Carolina, and holds CLU and LUTCF designations while advising on insurance, investments, and wealth management.
Best for
- Life insurance planning
- Long-term care insurance planning
- Retirement income strategies using annuities and investments
- Customized investment portfolio planning
- Estate planning and wealth transfer
Specialties
- life insurance planning
- long-term care planning
- investment portfolio planning
- retirement income planning
- estate planning
- wealth transfer planning
- annuity planning
Certifications
- CLU
- LUTCF
- Eagle Strategies LLC
- New York Life
What makes them different
- 25 years as a licensed insurance professional
- Holds CLU and LUTCF designations
- Financial advisor affiliated with Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company
- Provides customized investment portfolios based on client needs, risk tolerance, and timeframe
- Addresses wealth transfer through insurance, estate planning, and financial strategies
- Serves
- High Point
Distilled from this business's own website.
Contact & Location
- Address
- 1218 Heatherbrook Dr, High Point, NC 27265
- Phone
- 3362541153
- Website
- https://www.newyorklife.com/agent/rdsims
- rdsims@ft.NewYorkLife.com
Services
- financial advisory
- life insurance
- long-term care insurance
- investments
- wealth management
- annuities
- retirement planning
- estate planning
- disability insurance