OUR PARTNERS

Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

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As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Matthew Ferris works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Through Eagle Strategies, Matthew Ferris provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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Ash Brokerage

Ash Brokerage is an unaffiliated privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Location & Contact

547 S. James Street
Dover, OH 44622
Phone: (614) 227-7090