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Disclosure

David Manley 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, CO, FL, ID, MI, MT, NC, NM, OK, SC, TX, and WI. No insurance business may be conducted outside the states referenced.

David Manley 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, 370 Interlocken Blvd Ste 620, Broomfield, CO, 80021. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, FL, MI, MT, NC, NM, OK, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

David Manley 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, CO, FL, MI, MT, NC, NM, OK, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Krista Hugenberg 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 CO, and FL. No insurance business may be conducted outside the states referenced.

Summit Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Summit Financial Strategies 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.

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  • About Us
    • Meet the Team
    • About New York Life
    • About Eagle Strategies
  • Products & Services
    • Our Services
    • Products
    • Investment Advisory Services
  • Resources
    • Business Solutions
    • Life Stages
    • Calculators
    • Videos
    • Articles
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Contact Us

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