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OLDHAM FINANCIAL SERVICES

Products

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Investments#

We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds; self-directed, tax-deferred individual retirement accounts (IRAs); and 529 college savings plans. We also offer products to fund employer-sponsored retirement plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined-contribution and defined-benefit plans.

Other Products

We have established relationships with other carriers and can supply you with information on individual and group health insurance products. If we don’t offer it, chances are we can still assist you.3

To learn more about our products and services, feel free to give us a call or request a free consultation. We’ll be happy to answer all your questions and make recommendations based on your specific situation.

* Accessing cash value will reduce the available cash surrender value and death benefit of the policy.

1 Guarantees are backed by the claims paying ability of the issuer.

2 Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before 59 ½ may also be subject to a 10% federal tax penalty.

# Securities products and services are offered by properly licensed registered representatives through NYLIFE Securities LLC (MemberFINRA/SIPC), a Licensed Insurance Agency and a New York Life Company.

3 Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

Disclosure

Todd Oldham 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 #0J13222), CO, DC, FL, IA, IL, IN, MA, MD, MI, MO, NC, NJ, NV, OH, OR, TX, WA, and WI. No insurance business may be conducted outside the states referenced.

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

Todd Oldham 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, 1650 Lake Cook Rd Ste 500, Deerfield, IL, 60015, 847-630-2536. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, FL, IA, IL, IN, MD, MI, MO, NC, NV, OR, SC, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Todd Oldham 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 CA, DC, FL, IA, IL, IN, MD, MI, MO, NC, NV, OR, SC, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Oldham Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Oldham Financial Services 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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Website Logo
Oldham Financial Services
  • About Us
    • About Us
    • Our Associates
    • Useful Links
    • Products
    • Services
    • Business Solutions
    • Life Stages
  • Learning Center
    • Calculators
  • Contact Us

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