Financial Services in Orlando, FL
Financial Services
Monica Franchi Souza of Assureline Insurance and Financial Services, LLC: I created this firm in 2018. After 7 years working for someone else, I wanted the opportunity to control my own destiny, and to do what I thought was in the best interest of my clients. I am a licensed agent to sell life insurance through New York Life Insurance Company and a Registered Representative offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Depending on your needs, I can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. As an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team with expertise in law, accounting, financial planning and insurance.
407-502-0203
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Worldwide > United States > Orlando, FL > Financial Services