Contact Info

New York Life
Lisa Duffy
9280 W. Stockton Blvd., Suite 200
Elk Grove, CA 95757

Phone: (707) 724-2909
Contact Form
Website: www.newyorklife.com/agent/lduffy

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Services

• Income Preservation
• Mortgage Protection
• Business Protection
• Wealth Building
• College Savings/Education Planning
• Long-Term Care Planning
• Legacy Planning
• Tax Savings Vehicles
• Employee Benefits
• Executive Bonus Agreements

Hours of Operation

Call me for a complimentary financial check-up.

Our Social Networks/Blogs

About Us

Times may be turbulent, but your future financial security doesn’t have to be. I can work with you to build a strategy that helps you protect what matters most.

Protection, Accumulation, Preservation.
I can make recommendations tailored to your needs on a wide variety of protection and financial matters so you can:

• Protect your family’s future
• Prepare for retirement
• Grow your wealth
• Preserve your assets for future generations
• Protect and grow your business

As a Sacramento County resident and licensed financial professional, my mission is to serve the residents and their families and friends, sharing valuable information on creating financial strategies with any size budget and leaving a legacy for loved ones. Let me show you how easy it can be to protect your income and your lifestyle.  How can I be of service to you?

Let’s get started.
Your safety is paramount to me, so I can engage with you via virtual meeting, phone, or email. If you’re ready to take the next step, contact me to schedule an appointment.