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At Flynn Wealth Strategies & Insurance Solutions, Inc., we work with attorneys, accountants, trust officers and other financial advisors to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available.

When you collaborate with Flynn Wealth Strategies & Insurance Solutions, Inc., you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients. We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments.

We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning. We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don’t hesitate to contact us.

Disclosure

Michael Flynn 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 AZ, CA (CA Insurance License #0739835), CO, KS, MT, OR, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Michael Flynn is licensed and authorized to offer insurance in California, but FLYNN WEALTH STRATEGIES & INSURANCE SOLUTIONS, INC. may not be. For additional information on California licensure status, please click here.

Michael Flynn 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, 2121 41st Ave Ste 208, Capitola, CA, 95010, 831-475-0800. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, KS, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Flynn 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, CA, CO, GA, KS, OR, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

FLYNN WEALTH STRATEGIES & INSURANCE SOLUTIONS, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither FLYNN WEALTH STRATEGIES & INSURANCE SOLUTIONS, INC. 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.

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  • ABOUT
    • Meet Our Team
    • Strategic Alliances
  • WHO WE SERVE
    • Clients
    • Advisors
  • EDUCATION
    • Newsletters
  • EXPERTISE
    • Our Holistic Process
    • Personal Solutions
    • Business Solutions
    • Wealth Management Solutions
  • LOCATION
    • Location & Contact
    • Where We Work
  • CLIENT LOGIN
    • Wealth Management
    • NYL Virtual Service Center
    • NYLIFE Securities/Wealthscape
    • Eagle Strategies/Envestnet

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

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf