New York Life

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Introduction: Alexandra Morton is a top financial services representative with New York Life. She helps individuals and small business owners with various aspects of the financial planning process. As an, award-winning entrepreneur she knows the tremendous risks associated with starting and running a business. It is her goal to help individuals and businesses achieve their goals. I love helping people achieve their financial goals! I work with a great company and have a fantastic team at my disposal to make sure you get the best service. New York Life Insurance Company is the largest mutual life-insurance company in the United States, and one of the largest life insurers in the world. We provide asset protection, retirement planning, and investment advice all in one place. When you work with a New York Life agent, you: Receive that personalized touch, professional advice. Your agent will conduct a complete financial needs analysis to help you identify the amount and type of life insurance you need. Take the first step toward a long-lasting relationship.

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Regina D.

Sep 6, 2016

Alexandra was through with a review for my retirement plan. She was patient and gave us multiple options. Thank you!

Miranda S.

Sep 8, 2016

Fantastic! Is all I can say. I was going through a divorce and needed a new life insurance policy. Alexandra gave me a great plan and affordable policy. I needed everything done quickly and she delivered. I got a quote, filed an application, and completed my Paramed exam in less than a week! Thanks Alexandra!

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
There are no consulting fees associated with my service. I make recommendations for products that will help you achieve specific goals. If you decide to purchase them I get paid. If not, you can walk away with great advice with no strings attached.
What is your typical process for working with a new customer?
I like to get to know every customer. We start out with a free complimentary financial diagnostic to accurately assess where you are to create a plan for you to achieve your financial goals.
What education and/or training do you have that relates to your work?
I studied financial management at Cornell University. I'm certified in Business Valuations from the ACCA, (The Association of Certified Charted Accountants.) I've taught entrepreneurship as a New Venture Facilitator with the nation's largest entrepreneurial research non profit, The Ewing Kauffman Foundation through Montgomery College.