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Our Location

100 Jericho Quadrangle
Suite 325
Jericho, NY 11753

Get in Touch

Phone: 516-934-9326
Fax: 516-934-9209
Lmargro@swsais.com

Disclosure

Louis Margro 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 #0F65072), CT, FL, NC, NJ, NY, OH, and PA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Louis Margro is licensed and authorized to offer insurance in California, but SUMMIT WEALTH SOLUTIONS AND INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Louis Margro 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, 100 Jericho Quadrangle Ste 325, Jericho, NY, 11753, 516-934-9326. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, NJ, NY, and OH. No offers may be made or accepted from any resident outside the specific states referenced.

Louis Margro 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, FL, NJ, NY, and OH. As such, these services are strictly intended for individuals residing in the states referenced.

SUMMIT WEALTH SOLUTIONS AND INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither SUMMIT WEALTH SOLUTIONS AND INSURANCE SERVICES 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.

WHO WE ARE
WHO WE HELP
- OUR TYPICAL CLIENTS
HOW WE HELP
CLIENT EDUCATION
GET IN TOUCH
- LOCATION & CONTACT
- SCHEDULE A CONSULTATION
CLIENT LOGIN

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

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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