Bianca H. O'Brien
Bianca H. O'Brien, LUTCF, CLTC

Financial Services Professional

Bianca H. O'Brien is an experienced financial services professional and a licensed agent with New York Life - a Fortune 100 Company who has received among the highest ratings from four major ratings services for financial strength (Moodys: Aaa,  A.M. Best: A++, Standards & Poor's: AAA, and Fitch: AAA ). 

She holds a Bachelor of Science Degree in Business Economics from the State University of New York at Oneonta, has completed the Life Underwriter Training Council Fellow (LUTCF) through the American College, and is certified in Long Term Care (CLTC) by The Corporation for Long -Term Care Certification, Inc. Bianca has had a successful career with New York Life for 22 years, since 1985.

Bianca specializes in working with professional women, doctors and lawyers, and was recently named as Preferred Provider for the Women's Bar Association of the State of New York (WBASNY), which includes;18 chapters throughout New York State.

With experience in economics, accounting, financial and estate planning, Bianca is a valuable resource for her clients when making financial decisions. Bianca is committed to providing individuals, families and businesses with life insurance and financial products that meet their needs. She specializes in assisting her clients on how to secure their financial future by helping them to establish their goals and then implementing strategies to reach them. By keeping up with current insurance and financial product trends and offering outstanding service, Bianca has earned a reputation for integrity and for showing true concern for her clients. 

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.

Bianca H. O'Brien 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 New York, New Jersey, Connecticut, Florida, Ohio and California (Lic. #0F59374). No insurance business may be conducted outside the states referenced.

Bianca H. O'Brien is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer, 576 Broadhollow Road, Melville, NY  11747 (631) 391-2900. In this regard, this communication is strictly intended for individuals residing in the states of New York, New Jersey, Connecticut,  and Florida. No offers may be made or accepted from any resident outside the specific states referenced.

Bianca H. O'Brien is also separately registered as an investment adviser, offering advisory services in the state of New York. As such, these services are strictly intended for individuals residing in New York.

Bianca H. O'Brien is registered with the SEC. As such, these services are available in all states.

1 Source:  Individual Third Party Rating Reports (as of 8/16/07)

Account Access

View Your Personal Accounts



Personal Folders

Lock in Today’s Tax Rates

If you expect that tax rates are going to increase, you might want to consider opening a Roth IRA.

Diversify and Conquer

If you dream of doing more in retirement than sipping lemonade in a rocking chair on the porch, you may want to consider the advantages of diversifying your portfolio.

Poverty and the Modern Millionaire

Being a millionaire retiree has never really been the status quo – but now this amount may not be nearly enough to maintain even a modest retirement lifestyle.

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

More Newsletters →