Education
University of Hartford
, 1989-01-01 - 1993-01-01The American College of Financial Services
CLU®, ChFC®, 2003-01-01 -Work Experience
The Nautilus Group
Current
The Nautilus Group
Koritz Wealth Strategies, LLC
Current
Koritz Wealth Strategies, LLC
Skills
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.