Planning Concepts

Matthew Ferris (CA Insurance License #OK38071) is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of OH, NC, FL, CA, IL, MI, PA, and TX. No insurance business may be conducted outside these states referenced.

Matthew Ferris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of OH, NC, FL, CA, IL, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

Ferris Financial, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates.

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

Matthew Ferris is also separately registered as an investment adviser representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of OH, NC, FL, CA, IL, NY, and WY. As such, these services are strictly intended for individuals residing in OH, NC, FL, CA, IL, and NY.

Matthew Ferris is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.