TSG Financial Strategies, LLC

www.tsgfinancialstrategies.com

At TSG, our goal is for clients to be confident about their finances, no matter what life brings. We develop meaningful relationships because we’re committed to helping clients through every phase of life, and we love helping people thrive in their careers and personal lives. Mark S. Stratton and Jackie Battles are agents licensed to sell insurance through New York Life Insurance Company and collectively may be licensed with various other independent insurance companies in the states of TX, CA (Stratton CA Insurance license #0I66697), AR (Stratton AR Insurance license #7487012), FL, OR, CO, KY, SC, AL, and ME. No insurance business may be conducted outside of these states referenced. Mark S. Stratton and Jackie Battles are Financial Advisors offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Advisers, collectively in the states of TX, FL, CO, OR, and CA. As such, these services are strictly intended for individuals residing in the states referenced. Mark S. Stratton and Jackie Battles are collectively Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of TX, CA, CO, FL, and VA. No offers may be made or accepted from any resident outside the specific state referenced. TSG Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither TSG Financial, LLC and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 12201 Merit Drive Suite 1000 Dallas, TX 75251 (972)774-2469

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At TSG, our goal is for clients to be confident about their finances, no matter what life brings. We develop meaningful relationships because we’re committed to helping clients through every phase of life, and we love helping people thrive in their careers and personal lives. Mark S. Stratton and Jackie Battles are agents licensed to sell insurance through New York Life Insurance Company and collectively may be licensed with various other independent insurance companies in the states of TX, CA (Stratton CA Insurance license #0I66697), AR (Stratton AR Insurance license #7487012), FL, OR, CO, KY, SC, AL, and ME. No insurance business may be conducted outside of these states referenced. Mark S. Stratton and Jackie Battles are Financial Advisors offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Advisers, collectively in the states of TX, FL, CO, OR, and CA. As such, these services are strictly intended for individuals residing in the states referenced. Mark S. Stratton and Jackie Battles are collectively Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of TX, CA, CO, FL, and VA. No offers may be made or accepted from any resident outside the specific state referenced. TSG Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither TSG Financial, LLC and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 12201 Merit Drive Suite 1000 Dallas, TX 75251 (972)774-2469

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Country

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State

Texas

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City (Headquarters)

Dallas

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Employees

1-10

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Founded

1988

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Director of Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

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    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

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