About Us

Lee R. Dean, CFP, MSFS is an agent licensed to sell insurance through New York Life and various other independent unaffiliated insurance companies in the states of MA, CA (CA Insurance License # 0733154), AZ, CT, DC, FL, NH, OR, PA, RI, VA and VT.

Lee R. Dean, CFP, MSFS is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, C, IL, MA, NH, OR and RI. No offers may be made or accepted from any resident outside the specific states referenced.

Lee R. Dean, CFP, MSFS is also separately registered as an investment adviser representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering financial planning and investment advisory services in the states of CA, CT, IL, NH, OR, RI and MA. As such, these services are strictly intended for individuals residing in CA, CT, IL, NH, OR, RI and MA.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.

DEAN FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.