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Matthew Icilio Loffredo

Registered Representative & Insurance Agent

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  • Who We Are
    • Our Founder
    • Strategic Alliances
    • Our Holistic Process
  • What We Do
    • Services for Individuals and Families
    • Services for Business Owners
    • Working with Other Professionals
  • Client Education
    • Client Login
    • Newsletters
    • Calculators
    • Helpful Links
  • Get in Touch
    • Contact
Disclosure

Matthew Loffredo is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agent is properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Matthew Loffredo (CA Insurance License #0J15166).

Matthew Loffredo 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, 1208 Sunrise Vw Unit 101, San Marcos, CA 92078, 800-311-5722. Securities products and services are offered only in jurisdictions where the registered representative is properly registered.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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