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Vista Financial Strategies

Scott Scheer

Financial Advisor

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Vista Financial Strategies

Scott Scheer

LUTCF, CLU, CHFC, MSFS, RICP

Financial Advisor

Eagle Strategies LLC

(920) 733-8909

sscheer@ft.newyorklife.com

N474 Eisenhower Dr Ste C

Appleton, WI 54915

CA Insurance License: #0B77395

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Disclosure

Scott Scheer 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 #0B77395), FL, IA, IL, MI, MN, MO, MT, NM, NV, OR, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Scott Scheer is licensed and authorized to offer insurance in California, but Vista Financial Strategies may not be. For additional information on California licensure status, please click here.

Scott Scheer 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, N474 Eisenhower Dr Ste C, Appleton, WI, 54915, 920-731-4572. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, IL, MI, MN, MT, OR, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Scheer 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, FL, IL, MI, MN, MT, OR, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals^®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Vista Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Vista Financial Strategies 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.

About
Expertise
Approach
- Holistic Process
- Core Concepts
Education
Contact
Client Login
Copyright

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

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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