ABOUT

A financial professional whose first job is to listen.

Todd Bajor helps individuals, families, and business owners protect what matters most and build toward long-term financial security.

Todd

Financial strategies are personal. The relationship behind them should be too.

I work with individuals, families, and business owners to build financial security and long-term wealth through insurance, retirement, and financial strategies. As a financial professional with New York Life and Registered Representative with NYLIFE Securities, I have access to the products, research, and resources of one of the industry’s most established institutions — but the work itself is always personal.

Every engagement starts the same way: understanding your goals. What are you protecting? What are you building toward? Only after those questions are answered do we start talking about strategies.

What my role looks like in practice

My work combines relationship engagement, financial education, and strategic solutions — staying close to clients as their lives change, making sure they genuinely understand the plans they own, and designing strategies customized to their situation.

CREDENTIALS & AFFILIATION

Registered, licensed, and backed by New York Life.

INSURANCE

Licensed Insurance Agent

Agent licensed to sell insurance through New York Life Insurance Company. [ Placeholder — list state licenses / license numbers as required. ]

FOCUS AREAS

Customized Strategies

Retirement planning, life insurance and protection, estate planning strategies, business continuity, and wealth accumulation.

ADDITIONAL DESIGNATIONS

FSCP®

If It's Client-Focused Financial Guidance, It's From a Financial Services Certified Professional

WHAT GUIDES THE WORK

Three principles behind every recommendation.

CLARITY

No jargon, no mystery

Financial education is part of the job. You’ll always know what your plan does and why — in plain language.

CUSTOMIZATION

Your goals set the strategy

There are no off-the-shelf plans here. Every strategy is built around your specific goals, timeline, and circumstances.

CONTINUITY

Support for the long term

Life changes — and plans should keep up. I stay engaged with clients year after year as goals, families, and businesses evolve.

LET'S TALK

Get to know how I work — and whether it's the right fit for you.

A first conversation is simply that: a conversation about your goals, with no obligation.