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  • About Us
  • Our Process
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Protection Planning
    • Settlement & Inheritance Planning
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    • NYL Online Account
    • NYLIFE Securities
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Disclosure

Sarah Smith is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Sarah Smith (CA Insurance License #4555123).

Sarah Smith 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, 340 S Beach St Ste 113, Daytona Beach, FL 32114, 386-275-1322. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Sarah Smith is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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