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Disclosure

Suzannah Richards 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 AL, AZ, CA (CA Insurance License #0L83635), CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Suzannah Richards is licensed and authorized to offer insurance in California, but Ocean Wealth may not be. For additional information on California licensure status, please click here.

Suzannah Richards 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, 4524 N Federal Hwy, Fort Lauderdale, FL, 33308, 954-958-4217. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, NC, NE, NJ, NV, NY, OH, PA, RI, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Suzannah Richards 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, CA, CO, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, NC, NE, NJ, NV, NY, OH, PA, RI, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Ocean Wealth is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Ocean Wealth 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
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  • About Us
    • My Background
    • Our Team
    • South Florida Location
    • Financial Strategies to Consider
    • Solutions for Business Owners
  • Products & Services
    • Planning Services
    • For Professional Advisors
    • Business Solutions
    • Advanced Planning Resources
    • Products
    • Our Services
  • Resources
    • Life Stages
    • Calculators
    • Articles
    • Videos
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
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