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Disclosure

Gary Baumgarten 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 #0I66990), FL, GA, IL, IN, KS, MD, MI, MO, NC, NY, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Gary Baumgarten is licensed and authorized to offer insurance in California, but BAUMGARTEN FINANCIAL, LLC may not be. For additional information on California licensure status, please click here.

Gary Baumgarten 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, 147 E Lyman Ave # E2726, Po Box 2726, Winter Park, FL, 32789, 407-999-0300. In this regard, this communication is strictly intended for individuals residing in the states of AL, CA, FL, MD, NJ, NY, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Gary Baumgarten 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, CA, FL, MD, NJ, NY, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Gary Baumgarten 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.

BAUMGARTEN FINANCIAL, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither BAUMGARTEN FINANCIAL, 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
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BAUMGARTEN FINANCIAL, LLC

Gary T. Baumgarten

Financial Advisor
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  • ABOUT
    • MEET OUR TEAM
    • OUR PRACTICE
    • STRATEGIC ALLIANCES
    • OUR PROCESS
    • WHERE WE DO BUSINESS
  • EXPERTISE
    • PERSONAL SOLUTIONS
    • BUSINESS SOLUTIONS
    • PHYSICIAN SOLUTIONS
    • INSURANCE AND ANNUITIES
    • INVESTMENT MANAGEMENT
    • NAVIGATING INCOME TAX
    • LIFE PLAN STRATEGIES FOR YOUR BUSINESS
    • LIFETIME OF HOPE
  • EDUCATION
    • Our Blog
    • Concepts and Strategies
    • COMBINED VIDEO LIBRARY
    • CALCULATORS
    • HELPFUL LINKS
  • CONTACT US
  • CLIENT LOGIN
    • New York Life
    • Eagle Strategies/NYLIFE Securities
    • Mainstay Funds
    • American Funds

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