Financial Services Professional, Bellevue, Seattle, New York Life, Deborah Wakefield LUTCF
Deborah Wakefield LUTCF, CLTC

Financial Services Professional

Welcome,

My name is Deborah Wakefield, I am a Financial Services Professional and I am passionate about helping people identify and achieve their financial goals. 

I specialize in giving my clients a very personalized and customized financial plan that starts by carefully listening to you and gaining a thorough understanding of your financial needs and goals.  I work hard to earn and maintain your trust and to give you peace of mind by protecting your nest egg. 

I am proud to be part of the New York Life team with; Life Insurance, Long-term Care Insurance, Disability* and Health* Insurance, and Retirement Planning as my specialities.  Please read through my website, it has lots of helpful information including but not limited to: video seminars, articles, glossary of financial terms, and newsletters. 

Your financial plan is my priority so please contact me with your questions and to make an appointment to discuss your important financial goals.

Thank you. 

"Let me put my financial expertise to work for you."

Deborah Wakefield, LUTCF, CLTC
Financial Services Professional
New York Life
425-462-4825 Phone

Recipient of the following:

Silver Champion Award 2008
Bronze Champion Award 2007
Silver Champion Award 2006
Bronze Champion Award 2005
 


*Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

Deborah Wakefield 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 CA (Ca. Ins. Lic. 0E52379) and WA. No insurance business may be conducted outside these states referenced.

Deborah Wakefield is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, 11400 SE 8th Street  Bellevue, WA 98004, 425-462-4800. In this regard, this communication is strictly intended for individuals residing in the state of WA. No offers may be made or accepted from any resident outside the specific state referenced.

Deborah Wakefield is licensed to offer mutual funds and variable products. Market Watch data is being provided for informational purposes only and is not intended as an offering of securities.

 
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