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About MW Financial & Insurance Solutions

MW Financial is a full-service financial services firm. For more than 10 years, we’ve been helping clients like you get on the right financial path so they can live life to the fullest. We don’t believe in cookie-cutter financial planning, and instead we create highly-customized financial strategies based on your specific needs, goals, and tolerance to risk. Once we get to know you and learn where you are on your financial journey and where you’re trying to go, we’ll help you evaluate your options to help protect - Fee-Based Financial Planning - Wealth Management - Investments such as stocks, bonds, ETF's, mutual funds - Annuities - Life, Disability & Long Term Care Insurance In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle (Through NYL Annuity Corporation)Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 4365 Executive Dr Ste 800 San Diego, CA 92121 (858) 623-8722 CA Lic#0G75036

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