Marcus Gold New York Life /NYLIFE Securities

Highly skilled and dedicated financial professional that has helped numerous individuals and families navigate the complexities of financial planning, retirement, investments, and insurance.

I take a holistic approach to financial strategies. I believe that each client’s financial situation is unique and requires a tailored strategy. By conducting in depth assessments of one’s financial goals, risk tolerance, and lifestyle aspirations, I can develop personalized strategies that will align with their objectives.

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 and a New York Life Company.

6905 Rockledge Drive, Suite 900
Bethesda, MD 20817
301-581-4100

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.

My California License # 4054898

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.