Steve Bandler

WORK HISTORY

EDUCATION

SKILLS

ABOUT STEVE BANDLER

I help people navigate insurance and financial planning—especially those doing it for the first time or revisiting it during big life moments. I believe money conversations shouldn’t feel intimidating, confusing, or like a pop quiz you didn’t study for. I focus on clear explanations, honest guidance, and recommendations that actually make sense for real life. People work with me because I’m knowledgeable, dependable, and easy to talk to. I take your goals seriously, keep things organized behind the scenes, and bring a little humor to a process that doesn’t need more stress. If you’re starting a family, approaching retirement, or just want to feel more confident about your insurance and financial plan, I’d love to help. Feel free to reach out for a conversation—no pressure, no sales pitch, and yes, we can even laugh a little along the way.As a licensed Agent of New York Life Insurance Company, 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, 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. 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.420 Lexington Avenue15th floorNew York, NY 10170