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Disclosure

Megan Ward 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 AZ, CA (CA Insurance License #0G75036), FL, GA, IA, ID, IL, KY, MA, MI, MO, NV, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Megan Ward is licensed and authorized to offer insurance in California, but MW Financial & Insurance Solutions may not be. For additional information on California licensure status, please click here.

Megan Ward 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, 4373 Pacifica Way Unit 9, Oceanside, CA, 92056, 858-623-8722. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, GA, HI, IA, ID, IL, KY, MN, MO, NM, NV, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Megan Ward 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 AZ, CA, GA, HI, IA, ID, IL, KY, MN, MO, NM, NV, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

MW Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither MW Financial & Insurance Solutions 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
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  • ABOUT US
    • Meet Our Team
    • Strategic Affiliations
    • Our Holistic Process
  • OUR EXPERTISE
    • Personal Solutions
    • Business Solutions
    • Investment Solutions
    • Insurance and Annuities
  • CLIENT EDUCATION
    • Are you on pace to hit your goals?
    • Financial Planning Pyramid
    • Calculators
    • Investment Newsletter
  • GET IN TOUCH
    • Location and Contact
  • CLIENT LOGIN
    • Financial Dashboard
    • New York Life
    • Eagle Strategies/NYLIFE Securities
    • Envestnet
    • Mainstay Funds
    • American Funds
    • Scholar's Edge

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