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Meet Rachel

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Rachel Carmichael

Admin | Executive Assistant

Serving our clients is the number one priority at our practice. We couldn’t do that without the hard work and support of people such as Rachel Carmichael who has been a valued member of our team since 2020. Rachel's primary responsibilities are scheduling meetings and appointments, providing policy service for clients such as processing beneficiary changes, and managing client communications on service issues.

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(805) 229-1217
Matthew@FoxLegacyFin.com

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Disclosure

Matthew Carmichael 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 the states of AZ, CA (CA Insurance License #0M06803), GA, ID, IN, LA, MA, NJ, NM, NV, OH, PA, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Matthew Carmichael 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, 11668 Oak Creek Dr, Lakeside, CA, 92040, 805-229-1217. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, IN, NM, NV, PA, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Carmichael 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 AZ, CA, IN, ME, NM, NV, PA, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • ABOUT
  • TEAM
  • EXPERTISE
  • CLIENT EDUCATION
    • Articles
    • Tax Resources
    • Videos
    • Life Stages
    • Calculators
  • LOGIN
  • CONTACT

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