MW Financial & Insurance Solutions | San Diego, CA

Contact Us

4365 Executive Drive, Suite 80
San Diego, CA 92121
  • E-mail address: mmward@eaglestrategies.com
  • Home
  • About Us
    • Meet Our Founder
    • Our Location
    • Business Solutions
    • Personal Solutions
    • Investment Solutions
    • Insurance and Annuities
    • Our Holistic Process
    • Strategic Affiliations
    • Calculators
    • Eagle Strategies LLC
    • Location and Contact
    • Market Watch
    • Meet Megan
    • Schedule a Consultation
    • Financial Planning Pyramid
    • Video Introduction
    • Tell A Friend
  • Resources
    • Articles
    • Tax Library
  • Contact Us
 
  • We're right here
    with you

  • We have the answers... and we're happy to share

  • Bring your career to life

  • We're right here
    with you

  • Bring your career to life

  • It all starts with you

  • We're here
    to help

  • We have the answers... and we're happy to share

  • We're in this together

  • What do you want
    to do?

  • New York Life is dedicated to serving professional advisors

  • Bring your career to life

  •  
 

About Us

  • Meet Our Founder
  • Our Location
  • Business Solutions
  • Personal Solutions
  • Investment Solutions
  • Insurance and Annuities
  • Our Holistic Process
  • Strategic Affiliations
  • Calculators
  • Eagle Strategies LLC
  • Location and Contact
  • Market Watch
  • Meet Megan
  • Schedule a Consultation
  • Financial Planning Pyramid
  • Video Introduction
  • Tell A Friend

MW Financial & Insurance Solutions | San Diego, CA

Contact Us

4365 Executive Drive, Suite 80
San Diego, CA 92121
  • E-mail address: mmward@eaglestrategies.com
  • Home
  • About Us
    • Meet Our Founder
    • Our Location
    • Business Solutions
    • Personal Solutions
    • Investment Solutions
    • Insurance and Annuities
    • Our Holistic Process
    • Strategic Affiliations
    • Calculators
    • Eagle Strategies LLC
    • Location and Contact
    • Market Watch
    • Meet Megan
    • Schedule a Consultation
    • Financial Planning Pyramid
    • Video Introduction
    • Tell A Friend
  • Resources
    • Articles
    • Tax Library
  • Contact Us

Megan Ward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA (CA Insurance License #0G75036). No insurance business may be conducted outside of these states referenced.

Neither MW Financial &Insurance Solutions nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Megan Ward is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of CA. As such, these services are strictly intended for individuals residing in the states referenced. Eagle Strategies LLC is a New York Life company.

Megan Ward is a Registered Representative of and offers 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 CA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life company.

MW Financial &Insurance Solutions is not owned or operated by New York Life or its affiliates.

Disclosures | Privacy Policy | Site Map
Copyright 2022. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf