Partnership. Clarity.
Peace of Mind.
Partnership. Clarity.
Peace of Mind.
Your SalmonFelte experience.
Our Commitment
Trust
Your trust is not something we take lightly. Having tough conversations is what truly develops the client/advisor relationship.
Integrity
We treat our clients as if they are family.
Objectivity
Your best interest is always our focus. No gimmicks, just facts.
Strategy
Strategy is always more important than product. It’s not about being there, it’s about getting there.
Knowledge
Combined, we have over 75 years of industry experience.
Innovation
Utilizing technology allows us to be as efficient as possible.
Personalization
Solutions are not a one size fits all solution. Every scenario is unique and so are our solutions.
Service
We take service seriously. Our diligent team follows up on everything until it’s completely resolved from A to Z.
Roy Salmon (CA Insurance Lic.#0776821), David Felte (CA Insurance Lic.#OD21504) and Harrison Saal (CA Insurance Lic.#4014115) are agents licensed to sell insurance through New York Life and may be collectively licensed with various other independent unaffiliated insurance companies in the states of CA . No insurance business may be conducted outside these states referenced.
Roy Salmon, David Felte and Harrison Saal are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. NYLIFE Securities LLC is a New York Life Company. 2455 Bennett Valley Road Suite B200 Santa Rosa, CA 95404-5650 In this regard, this communication is strictly intended for individuals collectively residing in the states of AZ, CA HI, NV, OR, VA. No offers may be made or accepted from any resident outside the specific states referenced.
David Felte is registered as an Investment Adviser Representative of Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AZ, CA, CO, FL, HI, ID, MT, NV, OR, TX, UT, VA & WA. As such, these services are strictly intended for individuals residing in these states referenced. Eagle Strategies LLC is a New York Life Company.
SALMON-FELTE INSURANCE AND FINANCIAL SERVICES is not owned or operated by Eagle Strategies LLC, NYLIFE Securities LLC or its affiliates.
Neither SALMON-FELTE INSURANCE AND FINANCIAL SERVICES, NYLIFE Securities LLC, Eagle Strategies LLC, New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf