About Us

Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Grey Insurance and Financial Services has access to new products, enhanced product features, expanded quality service, and pioneered new technologies.  Breaking new ground is part of our tradition.

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Disclosure

Stephen Grey 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 #0G13202), CO, CT, FL, GA, MA, MD, MI, NC, NH, NJ, NY, OR, PA, SC, SD, TX, VA, and VT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Stephen Grey is licensed and authorized to offer insurance in California, but GREY INSURANCE & FINANCIAL SERVICES may not be. For additional information on California licensure status, please click here.

Stephen Grey 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, 56 Clifton Country Rd Ste 107, Clifton Park, NY, 12065, 518-688-0501. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, MA, MD, MI, MN, NC, NH, NJ, NM, NY, PA, SC, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Stephen Grey 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 AL, AZ, CA, CO, CT, FL, GA, MA, MD, MI, MN, NC, NH, NJ, NM, NY, PA, SC, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

GREY INSURANCE & FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither GREY INSURANCE & 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.​

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