Business Details
Trusted Insurance & Financial Solutions in Fresno
New York Life Fresno has been a trusted partner in financial planning and insurance solutions since 1845. As part of the largest mutual life insurance company in the United States, we specialize in life insurance, annuities, disability protection, and comprehensive financial strategies tailored to individual and business needs. Our team prioritizes personalized service, helping clients in Fresno and surrounding areas navigate life's uncertainties with confidence.With over 175 years of industry experience, we combine global expertise with local market knowledge to deliver reliable, client-focused solutions. Our commitment to excellence is reflected in our Fortune 100 status and decades of customer satisfaction.
Services
Life Insurance
Annuities
Disability Insurance
Financial Planning
Long-term Care Insurance
Highlights and features
- We offer personalized financial strategies tailored to individual needs
- Our agent has specialized expertise in life insurance and retirement planning
- We provide access to Fortune 100 company resources and products
- Our local Fresno office combines national expertise with community knowledge
- We deliver comprehensive solutions for both personal and business protection
Services
Life Insurance
We offer comprehensive life insurance solutions including term and permanent policies. Our products help protect families' financial futures while offering cash value growth potential. Policies can be customized to meet specific needs like mortgage protection, college funding, or estate planning.
Income Annuities
Our guaranteed income annuities provide stable retirement income streams. Options include immediate annuities for current income needs and deferred annuities for future financial security. These products help mitigate longevity risk and market volatility concerns.
Disability Insurance
We offer individual disability insurance to protect your most valuable asset - your ability to earn income. Policies help replace lost income during unexpected disabilities while maintaining financial stability for you and your family.
Financial Planning
Our comprehensive financial planning process includes goal assessment, risk management, and investment strategy development. We help clients create personalized roadmaps to achieve short-term objectives and long-term financial independence through coordinated insurance and investment solutions.
Business Solutions
We provide tailored insurance and financial solutions for business owners including key person protection, executive benefits, and succession planning. Our services help protect business assets, reward employees, and ensure smooth transitions during ownership changes or retirement.
People
Scott Herrell
Investment Professional
Scott Herrell is a licensed insurance agent and financial professional with NYL Securities LLC. He specializes in creating customized insurance and investment solutions for individuals and businesses in California and surrounding states.
Questions
What types of life insurance do you offer?
We offer term life insurance for temporary needs and permanent life insurance policies that provide lifelong coverage with cash value accumulation potential.
Do you provide retirement planning services?
Yes, we offer comprehensive retirement planning including income annuities, investment strategies, and tax-efficient withdrawal planning to help ensure financial security in retirement.
Can you help with business insurance needs?
We provide business solutions including key person insurance, disability coverage, and succession planning to protect business assets and ensure continuity.
Are your services available outside California?
Our agent is licensed to serve clients in Arizona, California, Idaho, Texas, and Washington states through New York Life Fresno Insurance Company.
What financial products do you offer?
We offer life insurance, annuities, disability insurance, long-term care coverage, and investment products including mutual funds and retirement accounts.
Reviews (4)
Michelle Ramolete
Aug 26, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Scott Herrell is an excellent agent to work with. He provided my husband with a thorough explanation of recent changes to tax law that affects whole life and custom whole life products. He also provided me with guidance regarding setting up a new account. My husband and I are both pleased with his service.
Scott Herrell is an excellent agent to work with. He provided my husband with a thorough explanation of recent changes to tax law that affects whole life and custom whole life products. He also provided me with guidance regarding setting up a new account. My husband and I are both pleased with his service.
Erica Gallegos
Aug 18, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Scott it very helpful, responsive, and timely.
Scott it very helpful, responsive, and timely.
Manjeet Singh
Dec 11, 2020
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Positive:Professionalism,Responsiveness
Working with Scott has been a wonderful experience!! Highly recommended for all your insurance needs. Scott is like family now and he has all the answers to your questions. Experienced, respectful, and reliable. Anybody looking for insurance can look no further than Scott, your definitely in safe hands!!
Working with Scott has been a wonderful experience!! Highly recommended for all your insurance needs. Scott is like family now and he has all the answers to your questions. Experienced, respectful, and reliable. Anybody looking for insurance can look no further than Scott, your definitely in safe hands!!
Shellie Divine
Oct 25, 2019
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Scott is an awesome agent! He is very patient and explaining all the different options that you have. I appreciate his due diligence to find me the right policy and make sure I get all my needs met. Hes been my agent for 11 years and extremely helpful as our situations change in our journey of life. thank you Scott for all your wisdom and patients.
