Associates

Stephen Grey Headshot

Stephen Grey

Office: (518) 688-0501
Fax: (518) 688-0503
E-mail: sgrey@ft.newyorklife.com

Steve has been a New York Life Insurance Company agent for almost 30 years, following in his father's footsteps as a second-generation insurance and financial services professional.  He is currently associated as an agent with the Latham General Office of New York LIfe.  During his career, Steve has received many awards for his outstanding performance including Chairman's Council,  Million Dollar Round Table and  Agent of the Year several times.  His integrity, honesty and dedication to following the rules has enabled him to help many of his clients achieve their financial goals.

Steve focuses mainly in assisting the pre- and post-retirement markets.  He works with clients in the Northeastern area of the country, and with many "snow birds".  The focus is accumulation, preservation and transfer of wealth 

He has been honored by his peers by being appointed "successor agent" by several agents, meaning that other agents trust Steve to fill their shoes when they are no longer assisting clients and have retired.

Steve is also an Investment Advisor Representative (IAR) with Eagle Strategies LLC, A Registered Investment Adviser; providing fee-based and financial planning to clients and a Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency.

Steve lives in upstate New York with his wife and two children.  He is a graduate of SUNY - Oswego and has received his CLU® and ChFC® designations from the American College in Bryn Mawr, PA.

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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