Jeremy Soditch LUTCF

I work with families, business owners and other professionals who are often too busy to focus on their financial affairs. I firmly believe that most people would sleep much better, if they took the time to plan, initiate and act on their financial goals. I enjoy working with smart, busy professionals to help them plan for a more financially secure retirement. I help people achieve their financial and business goals. 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 in the states of Ohio, Michigan and South Carolina. No insurance business may be conducted outside these states referenced. Additionally, I am a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC,) Member FINRA/SIPC), A licensed Insurance Agency and a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the state of Ohio. No offers may be made or accepted from any resident outside the specific state referenced. 6100 Oak Tree Blvd., Suite 300, Independence, Oh. 44131 (216)520-7832. 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. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax,, legal, or accounting professional before making any decisions. 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. I am not licensed in all jurisdictions. 216-520-7832