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.

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 10% interest...
05/28/2026

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 10% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.
https://nyl.co/4v75xGQ

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short...
05/19/2026

You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short-distance trips.

With gas prices averaging more than $4 per gallon, small changes can lead to big savings.

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
05/12/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

I want to wish all my clients and their moms a very happy Mother's Day weekend!
05/09/2026

I want to wish all my clients and their moms a very happy Mother's Day weekend!

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mo...
05/05/2026

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
04/30/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

I want to thank my family, my staff and my amazing clients for their continued support and trust over the years. I can'...
04/28/2026

I want to thank my family, my staff and my amazing clients for their continued support and trust over the years. I can't believe it's been 29 years since I began my career with New York Life!

I want to wish New York Life a very happy 181st Birthday this month!
04/25/2026

I want to wish New York Life a very happy 181st Birthday this month!

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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