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Services and Solutions

How We Can Help


Our custom financial solutions help you protect the life you’ve built and create a secure, meaningful future. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.

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Financial Planning

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Wealth Management

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Retirement Strategies

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401(k) and IRA Set-up & Rollovers

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Life Insurance

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Long-Term Care Insurance

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Social Security Maximization

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Annuities & Personal Pensions

Disclosure

Scott Ziegelmeier 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 #0D43186), CO, FL, ID, NC, NE, NM, NV, NY, OR, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Scott Ziegelmeier is licensed and authorized to offer insurance in California, but Ziggy Financial and Insurance Services may not be. For additional information on California licensure status, please click here.

Scott Ziegelmeier 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, 10 St Steven Ct, Ladera Ranch, CA, 92694, 949-429-2810. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, KY, NC, NE, NM, NV, NY, OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Ziegelmeier 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, CO, FL, ID, KY, NC, NE, NM, NV, NY, OR, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Ziggy Financial and Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Ziggy Financial and Insurance 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.​

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

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