Stephen Bass, Financial Services Professional - New York Life

Why pick this one

Stephen Bass, Financial Services Professional - New York Life helps clients evaluate term, whole, and universal life insurance alongside retirement and advisory services.

Best for

  • Families seeking term life insurance
  • People seeking permanent whole or universal life coverage
  • Clients planning retirement income with annuities
  • Individuals seeking investment, wealth, estate, or small business advisory guidance

Specialties

  • term life insurance
  • whole life insurance
  • universal life insurance
  • long-term care insurance
  • disability insurance
  • retirement income annuities
  • wealth and estate advisory
  • small business advisory

What makes them different

  • Affiliated with New York Life, which has operated since 1845
  • Offers term, whole, and universal life insurance options
  • Provides investment options including mutual funds and college savings plans
  • Provides retirement income annuities and advisory services for wealth, estate, and small business needs
  • New York Life reports the highest financial strength ratings from A.M. Best, Fitch, Moody’s, and Standard & Poor’s

Distilled from this business's own website.

Contact & Location

Address
125 E Oak St, Mount Airy, NC 27030
Phone
3368138534
Website
https://www.newyorklife.com/agent/scbass

Services

  • life insurance
  • long-term care insurance
  • disability insurance
  • investments
  • retirement planning
  • advisory services

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