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  • ABOUT US
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About Us

Meet our team and our strategic alliances, and learn more about our industry affiliations
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Our People

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MATTHEW S. FERRIS, MBA

President & Founder | Financial Adviser
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SARA E. NEWMAN

SARA E. NEWMAN

Executive Assistant
Licensed Service Assistant
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Jayden Carpenter


Jayden Carpenter

Registered Service
Assistant
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Strategic Alliances

We believe our clients deserve the best support on their financial journeys, so we’ve aligned our practice with one of the nation’s leading financial institutions. Through our partnership with New York Life, our clients receive the specialized capabilities and extensive resources of a Fortune 100 company. With personalized guidance from our boutique team and the backing of strategic partners like The Nautilus Group® , Eagle Strategies, and *Ash Brokerage, our clients experience what is truly the best of both worlds.

*Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions to suit their individual needs.

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Our Affiliations

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Agents Advisory Council

Matthew is a former member of the Agents Advisory Council of New York Life Insurance Company, and served during the 2015 term. The AAC is a group of 24 New York Life agents that have obtained a certain level of success called Council level.

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Million Dollar Round Table (MDRT)*

Al is a Qualifying Member of the Million Dollar Round Table (MDRT). Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is a global, independent association of more than 43,000 of the world's leading life insurance and financial services professionals from more than 500 companies in 67 countries.

Information Source: MDRT Website

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National Association of Insurance and Financial Advisors (NAIFA)

Al is a member of the National Association of Insurance and Financial Advisors (NAIFA). Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States.

Information Source: NAIFA Website

Get in Touch

Call: (614) 227-7090

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Our Location

547 S James Street
Dover, OH 44622

Disclosure

Matthew Ferris 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 CA (CA Insurance License #0K38071), CO, FL, GA, IL, NC, NJ, NY, OH, OK, SC, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Matthew Ferris is licensed and authorized to offer insurance in California, but FERRIS FINANCIAL, LLC may not be. For additional information on California licensure status, please click here.

Matthew Ferris 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, 547 S James St, Dover, OH, 44622, 614-227-7090. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IL, KS, MA, NC, NJ, NY, OH, OK, SC, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Ferris 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 CA, CO, FL, GA, IL, KS, MA, NC, NJ, NY, OH, OK, SC, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Matthew Ferris is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

FERRIS FINANCIAL, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FERRIS FINANCIAL, LLC 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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Dover, OH 44622

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