Dana Halpern, Financial Professional – New York Life
BizScore
Contact Information
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Address
100 Coastal Dr Ste 300, Charleston, SC 29492, Charleston, SC, 29492 -
Phone
(843) 720-1923 -
Website
newyorklife.com
Location
About Dana Halpern, Financial Professional – New York Life
Dana Halpern, Financial Professional - New York Life is a life insurance agency in Charleston, SC. Serving the Charleston area, this agency provides a variety of protection and financial planning services, including life insurance, long-term care insurance, investments, and annuities.
With 24 years of experience as a licensed insurance professional, Dana Halpern focuses on helping clients understand their options to achieve personalized financial goals. The agency offers specialized solutions for wealth management, estate planning, and small business services. Their approach involves creating customized strategies that address both immediate needs and long-term objectives, such as retirement income planning, protecting family assets, and managing business insurance needs. The agency provides ongoing support, checking in regularly to ensure financial plans adapt to changes in a client's life or the market.
Dana Halpern, Financial Professional - New York Life is known for providing professional expertise and a personalized approach to financial security. The agency stands as a dedicated resource for those seeking to protect their families and businesses through comprehensive insurance and investment solutions in Charleston.
Services:
- Long-term Care Insurance
- Long-term care insurance
- Term Life Insurance
- Term life insurance
- Universal Life Insurance
- Universal life insurance
- Variable Universal Life Insurance
- Variable universal life insurance