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FERRIS FINANCIAL, LLC

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MBA

President & Founder, Financial Advisor

547 S James St

Dover, OH 44622

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Location & Contact

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

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, 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, 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, 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.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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.

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Copyright . New York Life Insurance Company. All Rights Reserved.

547 S James St
Dover, OH 44622

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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