NEW YORK LIFE INSURANCE COMPANY - Key Persons
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Job Titles:
- Financial Adviser
- Principal
- Member and past Board Member of the Norfolk Chapter of the National Association of Insurance and Financial Advisors
- Principal and Founder of Mathas Financial Group, L.L.C
Thomas E. Mathas and Corey Sullivan are Financial Advisors collectively offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of Virginia, Maryland, North Carolina, and New Jersey. As such, these services are strictly intended for individuals residing in the states referenced. Eagle Strategies LLC is a New York Life company.
Thomas E. Mathas and Corey Sullivan are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Florida, Pennsylvania, Missouri, Virginia, North Carolina. No offers may be made or accepted from any resident outside the specific states referenced.
Thomas E. Mathas is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.
Mathas Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Mathas Financial Group nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
Tom Mathas is the principal and founder of Mathas Financial Group, L.L.C., a financial services firm specializing in retirement planning, wealth transfer, disability income, and business succession planning. Tom's specialties include lifetime income, legacy planning, and asset protection
Tom is a current member and Past Board Member of The Norfolk Chapter of the National Association of Insurance and Financial Advisors (NAIFA). He is also a qualifying member of the Million Dollar Round Table (MDRT). The MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.