At WealthMark Financial Solutions, we’ve always pursued the best resources available to assist our clients. To better help you reach your short- and long-term financial goals, we’ve partnered with some of the most trusted names in the Finance industry. Together, we can blaze the ideal pathway for your success.
We’re proud to be affiliated with New York Life Insurance Company. With over 175 years of experience, New York Life is an invaluable resource and industry leader in life insurance, annuities, long term care insurance, and mutual funds. NYLIFE Securities LLC is a full-service broker/dealer capable of meeting the investment style of nearly every investor from the novice to the sophisticated.
Eagle Strategies LLC is a registered investment adviser and a wholly owned subsidiary of New York Life Insurance Company. As your Eagle Strategies Financial Advisor, we also deliver the advantages of a New York Life Agent and a NYLIFE Securities Registered Representative. Working together, we take a complete, comprehensive approach to meeting your financial objectives with a focus on protection planning, retirement planning, investment planning, and estate planning. As an Eagle Strategies client, you will have access to some great resources:
Online client portal, providing access to your account
Statements, real-time market value of securities, performance
Reporting, trade confirmations, and tax documents
Electronic delivery of account documentation
A dedicated support line of 90 experienced professionals who act as an additional layer of support to your Financial Advisor by assisting with questions related to your account
Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, including those products not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
New York Life Advanced Planning Group
The New York Life Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial service, to provide to New York Life agents unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of businesses and estate plans each year; and that means we can bring experience, value, and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice.