skip to main content
Main Menu
PRATT FINANCIAL & INSURANCE SERVICES Logo
  • About Us
    • Investment Planning
    • About Mark
    • Eagle Strategies
    • My Background
  • Products & Services
    • Our Services
    • Products
    • Advanced Planning Resources
  • Resources
    • Business Solutions
    • Articles
    • Calculators
    • Life Stages
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
Disclosure

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 state of . No insurance business may be conducted outside the state referenced.

As a New York Life Agent, is licensed and authorized to offer insurance in California, but PRATT FINANCIAL & INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

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, 530-753-4195. In this regard, this communication is strictly intended for individuals residing in the state of . No offers may be made or accepted from any resident outside the specific state referenced.

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 state of . As such, these services are strictly intended for individuals residing in the state referenced.

PRATT FINANCIAL & INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither PRATT FINANCIAL & INSURANCE SERVICES 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
PRATT FINANCIAL & INSURANCE SERVICES Logo

Connect on Social

Linkedin
  • About Us
    • Investment Planning
    • About Mark
    • Eagle Strategies
    • My Background
  • Products & Services
    • Our Services
    • Products
    • Advanced Planning Resources
  • Resources
    • Business Solutions
    • Articles
    • Calculators
    • Life Stages
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
  • Contact Us

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices