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Disclosure

Mark Stratton is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (AR Insurance License #7487012), CA (CA Insurance License #0I66697), CO, FL, GA, KY, MA, ME, MI, MN, MO, NC, NV, NY, OR, PA, SC, TN, TX, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mark Stratton is licensed and authorized to offer insurance in California and Arkansas, but TSG Financial Strategies may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Mark Stratton is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5005 Lyndon B Johnson Fwy Ste 1600, Dallas, TX, 75244, 214-677-9791. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, DE, FL, GA, HI, IL, KS, KY, LA, MA, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Mark Stratton is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CO, DE, FL, GA, HI, IL, KS, KY, LA, MA, ME, MI, MN, MO, MT, NC, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

TSG Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TSG Financial Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
TSG Financial Strategies Logo White
  • ABOUT
    • ABOUT US
    • OUR TEAM
    • OUR PROCESS
    • STRATEGIC ALLIANCES
  • SERVICES
    • SOLUTIONS FOR PHYSICIANS
    • SOLUTIONS FOR BUSINESSES
    • SOLUTIONS FOR EXECUTIVES
    • SOLUTIONS FOR INDIVIDUALS & FAMILIES
    • LIFETIME WEALTH STRATEGIES
  • RESOURCES
    • TSG BLOG
    • FINANCIAL HEALTH CHECK
    • VIDEO LIBRARY
    • NEWSLETTERS
    • HELPFUL LINKS
  • EVENTS
    • UPCOMING EVENTS
    • PAST EVENTS
  • CONTACT
  • CLIENT LOGIN
    • TSG Wealth Management Profile
    • New York Life Login
    • Eagle Strategies Login
    • Mainstay Funds
    • American Funds
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