Stockton Financial and Insurance Services

Stockton Financial and Insurance Services In this regard, this communication is strictly intended for individuals residing in the states of California, Massachusetts or Oregon.

Mary Stockton is a Financial Advisor with Eagle Strategies LLC, A Registered Investment Adviser, Specializing in Retirement Planning for Women Executives and Business Owners in both the Greater San Diego and Boston areas

Mary Stockton is also licensed as an Agent with New York Life Insurance Company Additionally, Mary Stockton is a Registered Representative of and offer securities products and se

rvices through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. No offers may be made or accepted from any resident outside the specific states referenced. Mary Stockton's office is located at 201 Jones Road, Waltham, MA 02451, and can be reached at (855) 623-8945. Mary Stockton offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact her to help you fully analyze your needs and recommend appropriate solutions. Stockton Financial Services or New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Stockton Financial is not owned or operated by New York Life Insurance Company or its affiliates. Please consult your own tax, legal, or accounting professional before making any decisions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered Branch Address:
201 Jones Road
5th Floor
Waltham, MA 02451

Mary Stockton is not licensed in all jurisdictions. Her California Insurance license number is OB99183. 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.

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Address

201 Jones Road, 5TH Floor
Waltham, MA
02451

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm
Saturday 10am - 1pm

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