Neelie Jaggi Bhakta - NY Life Insurance - Glendale, CA

Neelie Jaggi Bhakta is a professional and dedicated New York Life Insurance Agent & Financial Representative based in Glendale, California. With 7 years of experience in the insurance and financial planning industry, Neelie specializes in life insurance, annuities, and investment strategies. As a Registered Representative for NYLIFE Securities LLC, she supports her clients in building strategies that not only protect their loved ones today but also prepare them for tomorrow’s financial needs.

Neelie’s approach is deeply collaborative: she works one-on-one with each client to understand their unique situation, goals, and risk tolerance. Her commitment is to create a customized financial roadmap — whether that means income protection, long-term wealth-building, or retirement planning. Fluent in Hindi and Punjabi, she’s especially equipped to serve and support South Asian and multicultural clients in navigating complex financial decisions.

Whether you are focused on safeguarding your family, investing for future needs, or designing a retirement income plan, Neelie delivers thoughtful, tailored advice. By combining the strength of New York Life with her own expertise and a deeply personalized service style, she helps clients build financial security and peace of mind for today and beyond.