Account Information and Service Forms

Mark I. Burton, CLU®, ChFC®, CFP®, CLTC  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 Lic. # 0727397) , MT, NY, OH, OR, TX, VA, WA. No insurance business may be conducted outside these states referenced.

Mark I. Burton, CLU®, ChFC®, CFP®, CLTC  is a Registered Representative for NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and New York Life company.  In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, ID, IL, MT, NV, NY, OH, OK, TX, UT, VA, WA & WY. No offers may be made or accepted from any resident outside the specific states referenced.

Mark I. Burton, CLU®, ChFC®, CFP®, CLTC  is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser and New York Life company offering advisory services in the states of AZ, CA, CO, GA, IA, ID, IL, MT, NV, OK,  VA, WA & WY.  As such, these services are strictly intended for individuals residing in the specific states referenced. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Burton Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.