Harsha Patel - NY Life Insurance - Independence, OH

Harsha Patel is an experienced New York Life insurance and financial services professional based in Independence, Ohio. With 5 years in the industry, she specializes in life insurance, long-term care planning, and annuities, helping clients develop protective strategies that align with their risk tolerance and life ambitions.

As a Registered Representative with NYLIFE Securities LLC, Harsha provides not only protection through insurance but also access to retirement income products and investment strategies. Her dual role allows her to guide clients through both financial planning and wealth preservation, ensuring a comprehensive, forward‑looking approach.

Fluent in Gujarati and Hindi, Harsha is particularly well-positioned to serve the South Asian demographic, offering culturally aware service and communication. She believes in working “together … for the long haul,” and tailors her strategies as clients’ lives evolve—from protecting their family today to planning for tomorrow.