"Start with the end in mind" - Stephen Covey

Forbes Best-In-State Top Financial Security Professionals 2024

Forbes Best-In-State Top Financial Security Professionals 2023

Disclosure

David Webb 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 AZ, CO, FL, IL, TX, and WI. No insurance business may be conducted outside the states referenced.

David Webb 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, 21720 Hardy Oak Blvd Ste 85, San Antonio, TX, 78258, 210-281-4400. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CO, IL, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

David Webb 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 AL, AZ, CO, IL, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

David Webb 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.

Amanda Webb 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 #1816314), FL, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Amanda Webb is licensed and authorized to offer insurance in California, but ATLAS RETIREMENT STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

Amanda Webb 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, 21720 Hardy Oak Blvd Ste 85, San Antonio, TX, 78258. In this regard, this communication is strictly intended for individuals residing in the states of CA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Gevin Allen 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 AZ, MA, TX, and WI. No insurance business may be conducted outside the states referenced.

Gevin Allen 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, 21720 Hardy Oak Blvd Ste 85, San Antonio, TX, 78258. In this regard, this communication is strictly intended for individuals residing in the states of AZ, MA, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Katarzyna Cruz 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 #0F07720), IL, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Katarzyna Cruz is licensed and authorized to offer insurance in California, but ATLAS RETIREMENT STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

Katarzyna Cruz 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, 21720 Hardy Oak Blvd Ste 85, San Antonio, TX, 78258. In this regard, this communication is strictly intended for individuals residing in the states of CA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

ATLAS RETIREMENT STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ATLAS RETIREMENT STRATEGIES, 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.

Click here

Connect on Social

Our Mission Statement
Our People
Our Partners
How We Work
Resources
- Calculators
Contact Us
Client Login
- Mainstay Funds
- NYLIFE Securities
NYL Online Account

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf