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Kimberly Miles
Kimberly L. Miles, LUTCF, CLTC

Helping Individuals, Families, and Businesses Achieve Financial Goals Through Education and Personalized Service

Welcome!

Thank you for taking the time to visit my website.  I invite you to explore and learn more about me, my practice, and New York Life Insurance Company. 

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start. 

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC in the Boston General Office, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

YOUR REFERRAL IS THE NICEST COMPLIMENT

       I COULD RECEIVE.

Kimberly L. Miles, LUTCF, CLTC is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Massachusetts.  No insurance business may be conducted outside these states referenced.

Kimberly L. Miles, LUTCF, CLTC is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 10 Cedar Street, Suite 22, Woburn, Ma 01801 (781) 398-8502. In this regard, this communication is strictly intended for individuals residing in the state of Massachusetts.  No offers may be made or accepted from any resident outside the specific state referenced.

Kimberly L. Miles, LUTCF, CLTC is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Massachusetts. As such, these services are strictly intended for individuals residing in Massachusetts.

Kimberly L. Miles is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.
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