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Hillary Koritz Price, AEP®, CLU®, ChFC®

Hillary Koritz Price, AEP®, CLU®, ChFC®

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Member Agent @ President Koritz Wealth Strategies, LLC helping individuals and business owners to create, build and preserve wealth
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Education

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University of Hartford

, 1989-01-01 - 1993-01-01
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The American College of Financial Services

CLU®, ChFC®, 2003-01-01 -

Work Experience

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The Nautilus Group

Current

The Nautilus Group

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Koritz Wealth Strategies, LLC

Current

Koritz Wealth Strategies, LLC

Skills

Estate Planning Life Insurance Succession Planning Insurance Employee Benefits Fixed Annuities Retirement Planning Term Life Insurance Wealth Preservation Planning Retirement Long Term Care Insurance Long-term Care Disability Insurance Legacy Giving

Summary

Hillary Koritz Price, AEP®, CLU®, ChFC® is the President and Founder of Koritz Wealth Strategies, LLC , a life insurance and financial services firm headquartered in Needham, MA. Since 1993, the company has provided business owners and high net worth individuals and families with objective-driven, financial and legacy solutions. Hillary places great value in personally getting to know each client and takes a thoughtful approach in helping her clients achieve their goals. She brings top advisors together to structure a comprehensive portfolio of life insurance, disability income and long-term care insurance solutions which best meet each client's needs. Hillary dedicates herself to making sure the right plan is in place to protect her clients' family and business interests in the event of death or disability. Hillary Koritz Price (CA Insurance License # 0G81189) is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies. Hillary Koritz Price is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 201 Jones Road 5th Floor Waltham, MA 02451. 782-400-5723. Hillary Koritz Price is also registered as an Investment Adviser Representative under Eagle Strategies LLC, a Registered Investment Adviser. Koritz Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates. Neither Koritz Wealth Strategies, LLC nor New York Life Insurance Company, its agents, employees and affiliates provide tax legal or accounting advice. I am not licensed in all jurisdictions.

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