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Disclosure

Louis Margro 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 CA (CA Insurance License #0F65072), CT, FL, NC, NJ, NY, OH, and PA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Louis Margro is licensed and authorized to offer insurance in California, but SUMMIT WEALTH SOLUTIONS AND INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Louis Margro 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, 100 Jericho Quadrangle Ste 325, Jericho, NY, 11753, 516-934-9326. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Louis Margro 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 CA, FL, NJ, NY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

SUMMIT WEALTH SOLUTIONS AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither SUMMIT WEALTH SOLUTIONS AND 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
  • WHO WE ARE
    • OUR FOUNDER
    • OUR RESOURCES
    • OUR PROCESS
    • Award-Winning Whole Life Company
  • WHO WE HELP
    • OUR TYPICAL CLIENTS
  • HOW WE HELP
    • SERVICES FOR PHYSICIANS
    • SERVICES FOR BUSINESSES
    • SERVICES FOR ACCOUNTANTS
    • SERVICES FOR ATTORNEYS
    • SERVICES FOR INDIVIDUALS AND FAMILIES
    • SERVICES FOR PROPERTY AND CASUALTY BROKERS
    • SERVICES FOR ACTORS AND ACTRESSES
    • INSURANCE AND ANNUITIES
    • EMPLOYEE BENEFITS
  • CLIENT EDUCATION
    • CALCULATORS
    • HELPFUL LINKS
    • NEWSLETTERS
  • GET IN TOUCH
    • LOCATION & CONTACT
    • SCHEDULE A CONSULTATION
  • CLIENT LOGIN
    • NYL Online Account
    • American Funds
    • MainStay Funds
    • NYLife Securities

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