When it comes to finances, helping people in Westchester, New York plan for their future, whether it's retiring in 20 years or buying a house in two years, is my passion.
I accomplish this by providing clients with the tools and education they need to navigate life’s financial challenges in order to improve their financial wellness.
I'm Most Proud Of: Seeing the progress that my clients make every year who dedicate time to plan for their financial futures and never give up on their dreams of financial freedom.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Property & Casualty: CT, NJ, NY, PAVariable Annuities: CT, GA, MA, NJ, NY, TXSecurities License: CT, FL, NC, NJ, NY, SCVariable Life Insurance: CT, GA, MA, NJ, NY( TX License #2167703)Fixed Annuities: CT, FL, GA, MA, NJ, NY( TX License #2167703)Life Insurance: CT, FL, GA, MA, NJ, NY( CA License #0H35834)( TX License #2167703)
Javier Lugo offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Javier Lugo offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690
Check the background of this investment professional on FINRA’s BrokerCheck.