Juliette Castelli – New York Life

Juliette is an extraordinary, professional, courteous, knowledgable, friendly, informative, and extremely smart and capable agent.
Although I’m in my mid 20s and a young professional I never thought about retirement or life insurance. I was very lucky to meet Jewels who guided me towards the ultimate financial planning for retirement and life insurance. She educated me on a lot that I had no clue on, even though I hold a business degree myself. She guided and educated me patiently and professionally and answered all my questions, which I had so many.
To that I’m grateful to have met Juliette, because now I know for the one thing that is guaranteed in life I’m well prepared for, and have retirement sorted out when the time comes. When the time comes I know that I have properly be funded to be able to retire at the age that I want and have enough to satisfy my lifestyle. All backed by the stellar and storied company, New York Life.
Thank you Juliette Castelli, for all that you’ve done. Checking in on me periodically is also amazing for someone as established as her.

Juliette passion and knowledge in that what she do are endless. I was approach from many retirement Financial planers and life insurance agents. But her passion, honesty and knowledge make the big difference for me to chose her as my retirement planer and life insurance agent. She really show me that she care about me getting the best product out there.

Juliette Castelli is a knowledgeable, hard working, thoughtful and professional member of the New York Life team in San Francisco. She provided me with excellent service and I recommend her highly.
Stan Garber, Principal
Cabrillo Middle School /​49ers STEM Leadership Institute
Poet Laureate of Los Gatos