New York Life Insurance Office at 201 Jones Rd, Waltham, MA 02451 – What to Expect

Location and Contact Information

The New York Life office at 201 Jones Rd, Waltham, MA 02451 typically operates Monday through Friday, 9 am‑5 pm. The suite is situated in the office park near Route 128, and the main phone line can be reached by dialing the number listed on the official New York Life website for the Waltham branch.

Services Offered On‑Site

Agents at this location handle a range of personal insurance needs, including term life, whole life, universal life, and annuities. They also provide consultations for retirement planning, disability coverage, and estate‑preservation strategies. Most appointments are scheduled in advance, though walk‑ins may be accommodated during quieter periods.

How to Verify the Office's Legitimacy

Check the New York Life corporate site's agency locator by entering the address or ZIP 02451; the listing should match the details above. The Massachusetts Division of Insurance maintains a public database of licensed agents—search by the agent's name or the agency's address to confirm active licensing. Finally, look for the state‑issued insurance producer license displayed in the office lobby.

What to Bring to Your Appointment

Bring a government‑issued ID, recent pay stubs or tax returns, and any existing policy documents. If you are discussing a new policy, be prepared to answer health‑related questions and provide details about beneficiaries. Having a list of financial goals helps the agent tailor recommendations.

Nearby Resources and Convenience

The office is adjacent to several parking lots and is accessible via the MBTA commuter rail station in Waltham. Nearby amenities include coffee shops and a pharmacy, useful for quick errands before or after a meeting. Public transportation routes 505 and 553 stop within a short walk.

Comparison of In‑Person vs. Virtual Consultations