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BAUMGARTEN FINANCIAL, LLC

Gary T. Baumgarten

Financial Advisor
  • ABOUT
    • MEET OUR TEAM
    • OUR PRACTICE
    • STRATEGIC ALLIANCES
    • OUR PROCESS
  • EXPERTISE
    • PERSONAL SOLUTIONS
    • BUSINESS SOLUTIONS
    • PHYSICIAN SOLUTIONS
    • INSURANCE AND ANNUITIES
    • INVESTMENT MANAGEMENT
    • NAVIGATING INCOME TAX
    • LIFE PLAN STRATEGIES FOR YOUR BUSINESS
    • LIFETIME OF HOPE
  • EDUCATION
    • CONCEPTS AND STRATEGIES
    • CALCULATORS
    • HELPFUL LINKS
  • CONTACT US
  • CLIENT LOGIN
    • New York Life
    • Eagle Strategies/NYLIFE Securities
    • Mainstay Funds
    • American Funds
Disclosure

Gary Baumgarten 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 select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Gary Baumgarten (CA Insurance License #0I66990).

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

Gary Baumgarten 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, 147 E Lyman Ave # E2726, Po Box 2726, Winter Park, FL 32789, 407-999-0300. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Gary Baumgarten is also a Financial Adviser 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 adviser and Eagle Strategies LLC are properly registered.

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

BAUMGARTEN FINANCIAL, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither BAUMGARTEN FINANCIAL, 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.

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