Verified recordFinancial Services

Leah Plotz

Financial Services Professional at Nylife Securities Llc

Based in Iowa City, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Iowa City

Industry

Financial Services

Company size

4.6K

Contact information

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Email

1 credit

l•••••••@newyorklife.com

Phone

5 credits

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Background

About Leah Plotz

As a small farmer, I fully appreciate the struggles that many Iowa family farmers encounter. As a New York Life agent, I am passionate about helping families, farmers, and business owners protect and grow their assets so they can leave a legacy for future generations. I want to help families maintain good relationships and harmony after the loss of a family member. Let's ensure that the century farms stay in the family rather than getting sold off to the highest bidder. Your financial future begins with a single seed; let's discuss where to plant that seed. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. 84 Main Ave Atkins, IA 52206 (319)446-6433

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