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  • ABOUT US
    • Meet Our Team
    • Our Process
    • Strategic Alliances
    • Community & Industry Involvement
  • OUR EXPERTISE
    • Solutions for Individuals
    • Solutions for Businesses
    • Solutions for Medical Professionals
    • Investment Management
    • Working with Other Advisors
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    • New York Life
    • Eagle Strategies/NYLIFE Securities
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OUR PROCESS

We understand the things that are important to you. And our relationship with you and the process for securing your family’s future begins right there. At Mathas Financial Group, LLC, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group®, experienced professionals with disciplines in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered in order to formulate the right course of action for you.

OUR SIX STEP PROCESS:

Step 1 - Clarify your concerns and objectives

Step 2 - Provide a clear analysis and projection of your personal and business financial information

Step 3 - Explore possible strategies to achieve your goals

Step 4 - Collaborate with your circle of advisors

Step 5 - Implement and follow up with your plan

Step 6 - Create a summary of your plan and monitor it over time


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OUR LOCATION

999 Waterside Drive, Suite 1500
Norfolk, VA 23510

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GET IN TOUCH

Call or Text: 757-628-1845
Fax: 757-628-1821
tmathas@mathasfg.com

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • ABOUT US
    • Meet Our Team
    • Our Process
    • Strategic Alliances
    • Community & Industry Involvement
  • OUR EXPERTISE
    • Solutions for Individuals
    • Solutions for Businesses
    • Solutions for Medical Professionals
    • Investment Management
    • Working with Other Advisors
  • CLIENT LOGIN
    • Wealth Management Dashboard
    • New York Life
    • Eagle Strategies/NYLIFE Securities
  • CONTACT US
Disclosure

Thomas Mathas, Corey Sullivan, Robert Davanzo, and Paul Holman are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Thomas Mathas (AR Insurance License #3897402) (CA Insurance License #0L50386).
Corey Sullivan (CA Insurance License #0M15065).
Paul Holman (CA Insurance License #0M00372).

As a New York Life Agent, Thomas Mathas is licensed and authorized to offer insurance in California and Arkansas, but MATHAS FINANCIAL GROUP LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

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

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

The following individuals are Registered Representatives of and offer 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:
Thomas Mathas, 999 Waterside Dr Ste 1500, Norfolk, VA 23510, 757-628-1845.
Corey Sullivan, 999 Waterside Dr Ste 1500, Norfolk, VA 23510, 757-628-1823.
Robert Davanzo, 999 Waterside Dr Ste 1500, Norfolk, VA 23510, 757-813-6018.
Paul Holman, 999 Waterside Dr Ste 1500, Norfolk, VA 23510, 757-446-6212.

Thomas Mathas, Corey Sullivan, Robert Davanzo, and Paul Holman are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Thomas Mathas is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Mathas Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Mathas Financial Group 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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