BRODY, WALSH & BRODY 
EMPLOYEE BENEFIT & INSURANCE SERVICES, INC.

BUILDING, PROTECTING & PRESERVING ASSETS

Brody, Walsh & Brody was founded in 1980 by New York Life agents William V. Brody, CLU^®, and David R. Walsh to provide employee benefits and insurance services. Focusing on closely held businesses, Brody, Walsh & Brody Employee Benefit & Insurance Services, Inc. now provides employee benefits and financial services focused on estate preservation, business succession, executive benefits and asset management planning. 

Bill and David, New York Life agents since 1969 and 1970, respectively, coordinate with their clients, accountants, attorneys and other advisors to crystallize their clients’ business and personal financial objectives. The Nautilus Group, a service of New York Life Insurance Company and a resource staffed by a dedicated team of individuals credentialed in tax law and accounting, provides additional leverage to the client’s planning team through Bill and David’s membership. David’s affiliation with Eagle Strategies LLC, a registered investment advisor, helps clients gain control over almost every aspect of their financial life—from personal finances to investments, insurance, estate preservation, and business succession.

EMPLOYEE BENEFITS

 

We craft the employee benefits program that best fulfills your company's strategic, philosophical and financial goals.

Brody, Walsh & Brody is a member of  United Benefit Advisors® (UBA), a member-owned alliance of the nation’s premier independent benefit advisory firms.  The employee benefits staff combines nearly 50 years of employee benefit knowledge and services about 125 employer clients ranging in size from two to 400 employees.  The staff works proactively with their clients to craft an employee benefit plan that best meets the specific client's benefits needs within their fiscal requirements.

Individual health products are also available.

Christopher P. Brody (CA Ins. Lic. # 0E07431), David A. Brody, CLU^® (CA Ins. Lic. # 0C75590), William V. Brody, CLU^® (CA Ins. Lic. # 0382101), and David R. Walsh (CA Ins. Lic. # 0414122) agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of CA. No insurance business may be conducted outside the specific states referenced.

Christopher P. Brody, David A. Brody, William V. Brody, and David R. Walsh are Registered Representatives of, and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, in the state of California. No offers may be made or accepted from any resident outside the specific state or states referenced.