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    • ABOUT OUR FIRM
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                                                          Certain materials may be owned or administered by third parties and are used with permission.  New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and certain other trademarks displayed on this site; other trademarks remain the property of their respective owners.

                                                          New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all NYL content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

                                                          All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

                                                          Disclosure

                                                          Thomas Mathas 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, AR (AR Insurance License #3897402), AZ, CA (CA Insurance License #0L50386), CO, FL, GA, IL, KS, KY, LA, MD, MO, NC, NH, NJ, NY, OH, OR, SC, SD, TN, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

                                                          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.

                                                          Thomas Mathas 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, 999 Waterside Dr Ste 1500, Norfolk, VA, 23510, 757-628-1845. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, FL, MD, NC, NY, OH, OR, SC, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                                                          Thomas Mathas 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 AR, CA, CO, CT, FL, MD, NC, NY, OH, OR, SC, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

                                                          Corey Sullivan 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, CA (CA Insurance License #0M15065), CT, FL, GA, IA, MA, MD, MI, NC, NY, OH, OR, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

                                                          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.

                                                          Corey Sullivan 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, 999 Waterside Dr Ste 1500, Norfolk, VA, 23510, 757-628-1823. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, FL, GA, IA, MA, MD, ME, MI, NC, NY, OH, OR, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                                                          Corey Sullivan 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 AZ, CT, FL, GA, IA, MA, MD, ME, MI, NC, NY, OH, OR, SC, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                                                          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.​

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

                                                          Click here
                                                          Mathas Financial Group LLC Logo
                                                          • ABOUT
                                                            • ABOUT OUR FIRM
                                                              • MEET OUR TEAM
                                                                • STRATEGIC ALLIANCES
                                                                  • COMMUNITY & INDUSTRY INVOLVEMENT
                                                                    • OUR PROCESS
                                                                    • WHO WE SERVE
                                                                      • OUR EXPERTISE
                                                                        • SOLUTIONS FOR INDIVIDUALS
                                                                          • SOLUTIONS FOR BUSINESSES
                                                                            • MEDICAL PROFESSIONALS
                                                                              • INSURANCE AND ANNUITIES
                                                                                • INVESTMENT MANAGEMENT
                                                                                  • WORKING WITH OTHER ADVISORS
                                                                                    • INCOME TAX STRATEGIES
                                                                                      • SPECIAL NEEDS PLANNING
                                                                                      • CLIENT TOOLS
                                                                                        • NAUTILUS BLOG
                                                                                          • NAUTILUS INSIGHT VIDEO SERIES
                                                                                            • LIFE STORIES VIDEO SERIES
                                                                                              • ANIMATED SHORTS VIDEO SERIES
                                                                                                • FINANCIAL FAQ VIDEO SERIES
                                                                                                  • WHITE PAPERS
                                                                                                    • VIDEO LEARNING LIBRARY
                                                                                                      • NEWSLETTERS
                                                                                                        • HELPFUL LINKS
                                                                                                        • CLIENT LOGIN
                                                                                                          • WEALTH MANAGEMENT DASHBOARD
                                                                                                            • NEW YORK LIFE
                                                                                                              • EAGLE STRATEGIES/NYLIFE SECURITIES
                                                                                                                • MAINSTAY FUNDS
                                                                                                                  • AMERICAN FUNDS
                                                                                                                  • CONTACT US

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