Personalized financial strategies to help you grow, preserve & enjoy your wealth
Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
Pratt Financial & Insurance Services is a different kind of insurance and financial practice. We're passionate about your success and skilled at objectively assessing and helping you strengthen your financial situation. With more than 25 years of providing informational workshops, client services and financial products from the best rated companies, we remain committed to helping clients understand how to more effectively manage their assets to reach their financial goals.
Mark J. Pratt 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 state of California (California State Insurance License Number 0669221). No insurance business may be conducted outside this state.
Pratt Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Pratt Financial & Insurance Services, its employees nor NYLIFE Securities LLC or its affiliates and representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation.
Mark J. Pratt is also separately registered as an investment advisor representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of CA. As such, these services are strictly intended for individuals residing in CA.