skip to main content
Main Menu
copper Summit Ridge Financial Group
  • About Us
    • About New York Life
    • About Eagle Strategies
    • Our Founders
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Products & Services
    • Investment Advisory Services
    • Our Services
    • Products
  • Resources
    • Business Solutions
    • Life Stages
    • Calculators
    • Articles
    • Advanced Planning Resources
Disclosure

Madison Robidart 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 CO, FL, MT, ND, NV, OK, SD, TX, WA, and WY. No insurance business may be conducted outside the states referenced.

Madison Robidart 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, 300 Green Ave, Gillette, WY, 82716, 307-686-2157. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, MT, ND, NV, OK, SD, TX, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Madison Robidart 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 CO, FL, MT, ND, NV, OK, SD, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Louis Merchen 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 CO, MT, ND, NE, SD, TX, and WY. No insurance business may be conducted outside the states referenced.

Louis Merchen 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, 300 Green Ave, Gillette, WY, 82716, 307-680-6184. In this regard, this communication is strictly intended for individuals residing in the states of CO, MT, ND, NE, SD, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Summit Ridge Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Summit Ridge 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
copper Summit Ridge Financial Group

Connect on Social

Linkedin
  • About Us
    • About New York Life
    • About Eagle Strategies
    • Our Founders
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Products & Services
    • Investment Advisory Services
    • Our Services
    • Products
  • Resources
    • Business Solutions
    • Life Stages
    • Calculators
    • Articles
    • Advanced Planning Resources
  • Contact Us

Copyright 2025. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices