New York Life Insurance of Charleston

New York Life Insurance of Charleston is a life insurance agency in Charleston, SC, serving individuals and families with financial planning and protection solutions. The agency specializes in life insurance, retirement planning, and estate planning, offering personalized guidance to help clients secure their futures. With a team of over 80 agents and advisors, the agency serves the Greater SC region, including Charleston, Charleston, and Columbia. The agency is led by Managing Partner Brett Muniz, a seasoned professional with over 30 years of experience in financial services and more than two decades with New York Life.

The Greater SC General Office, located at 100 Coastal Drive, Suite 300, emphasizes integrity, long-term commitment, and client-centered service. The office is guided by a mission to be there when customers need them most, rooted in values of character, integrity, and excellence. Brett Muniz, who began his career with New York Life in 2010, leads a leadership team dedicated to developing financial professionals and fostering a culture of sustained growth. The agency also includes the Advanced Planning Group, which provides specialized financial and estate planning services for high-net-worth individuals and businesses, focusing on asset protection, tax strategies, retirement planning, and legacy building.

The agency is situated on Coastal Drive in Charleston, SC, within a commercial corridor known for its proximity to major regional institutions and transportation routes. While specific nearby landmarks are not listed, the location places it within a well-connected area of the city, accessible to residents across the region. The agency’s long-standing presence and focus on personalized, values-driven service have established it as a trusted name in financial protection and planning across the Lowcountry.

Services:

• Account Access NYL Online Account
• Business Solutions
• Financial Planning
• Financial Skills & Scholarships
• Life Insurance
• Mutual Funds
• NYLIFE Securities LLC
• Retirement Solutions