Mark Howard, CLTC®, MS, MBA is a Principal and Owner at Momentum Wealth Strategies LLC based in Dallas, Texas, United States, North America. I offer a variety of products that can help you meet several insurance and financial needs, including, but not limited to, college funding, retirement planning, managing costs for extended periods of care, and lifetime income strategies. Please get in touch with me to help you thoroughly analyze your needs and recommend appropriate solutions. I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am also a Registered Representative of and offer securities products & services through NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. Additionally, I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. 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. Please note that I am not licensed in all jurisdictions. CA License #0J04069. AR License #16983921. Neither Momentum Wealth Strategies nor New York Life Insurance Company or its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Momentum Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered Branch Office 5005 Lyndon B Johnson Fwy, Suite 1600 Dallas, TX 75244 (972) 387-2929
Current Position: Principal and Owner
Company: Momentum Wealth Strategies LLC
Location: Dallas, Texas, United States, North America
Social: Professional profiles available
Network: Extensive professional connections