Stockton Financial and Insurance Services

Stockton Financial and Insurance Services In this regard, this communication is strictly intended for individuals residing in the states of California, Massachusetts or Oregon.

Mary Stockton is a Financial Advisor with Eagle Strategies LLC, A Registered Investment Adviser, Specializing in Retirement Planning for Women Executives and Business Owners in both the Greater San Diego and Boston areas

Mary Stockton is also licensed as an Agent with New York Life Insurance Company Additionally, Mary Stockton is a Registered Representative of and offer securities products and se

rvices through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. No offers may be made or accepted from any resident outside the specific states referenced. Mary Stockton's office is located at 201 Jones Road, Waltham, MA 02451, and can be reached at (855) 623-8945. Mary Stockton offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact her to help you fully analyze your needs and recommend appropriate solutions. Stockton Financial Services or New York Life Insurance Company, or its agents, provides tax, legal, or accounting advice. Stockton Financial is not owned or operated by New York Life Insurance Company or its affiliates. Please consult your own tax, legal, or accounting professional before making any decisions. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered Branch Address:
201 Jones Road
5th Floor
Waltham, MA 02451

Mary Stockton is not licensed in all jurisdictions. Her California Insurance license number is OB99183. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playi...
06/23/2026

The graduating class of 2026 is entering a job market that looks nothing like when they started college, and AI is playing a role.

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

I’ve been incredibly fortunate to have not one, but two dads who helped shape who I am. I carry pieces of each of them w...
06/21/2026

I’ve been incredibly fortunate to have not one, but two dads who helped shape who I am.
I carry pieces of each of them with me every day. Happy Father’s Day to the two men who made me who I am.

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.
06/19/2026

Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/16/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.
06/14/2026

Today we commemorate the Stars and Stripes and celebrate the freedom it stands for.

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/09/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
06/02/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 10% interest...
05/28/2026

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 10% interest rate for the first year and 5% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.
https://nyl.co/4v75xGQ

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grate...
05/25/2026

Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

Address

201 Jones Road, 5TH Floor
Waltham, MA
02451

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm
Saturday 10am - 1pm

Alerts

Be the first to know and let us send you an email when Stockton Financial and Insurance Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share