Margaret May Insurance & Financial Services


Margaret May Insurance & Financial Services

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6300 Wilshire Blvd., Suite 2160
Los Angeles, CA 90048
  • Office: 323.333.3470

  • E-mail address: Lisa@MargaretMayFinancial.com
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About Us

  • Our Team
  • Our Location
  • Our Holistic Process
  • Our Resources
  • Personal Solutions
  • Business Solutions
  • Product Solutions
  • Working with Other Professionals
  • Request a Seminar
  • Newsletters
  • Video Library
  • Calculators
  • Helpful Links
  • Contact
  • The Advanced Planning Group
  • Connect With Us
  • Tell A Friend

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Margaret May Insurance & Financial Services


Margaret May Insurance & Financial Services

Contact Us

6300 Wilshire Blvd., Suite 2160
Los Angeles, CA 90048
  • Office: 323.333.3470

  • E-mail address: Lisa@MargaretMayFinancial.com
Facebook LinkedIn
 
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  • Home
  • About Us
    • Our Team
    • Our Location
    • Our Holistic Process
    • Our Resources
    • Personal Solutions
    • Business Solutions
    • Product Solutions
    • Working with Other Professionals
    • Request a Seminar
    • Newsletters
    • Video Library
    • Calculators
    • Helpful Links
    • Contact
    • The Advanced Planning Group
    • Connect With Us
    • Tell A Friend
  • Resources
    • Tax Library
  • Contact Us

Lisa Vallejo (CA Insurance License #0E29231) is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA. No insurance business may be conducted outside of these states referenced.

Lisa Vallejo is a Registered Representative of and offers 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 states of CA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is New York Life Company.

Margaret May Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Margaret May Insurance & Financial Services and its employees nor NYLIFE Securities 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.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf