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  • CONCIERGE
    • About Our Firm
    • Meet Our Team
    • Our Alliances
    • Our Process
  • CLIENTS
    • Solutions for Individuals
    • Solutions for Businesses
    • Learning Center
  • CONTACT
    • Our Locations
  • CHARITY
  • Client Login
    • eMoney
    • NYL Virtual Service Center
    • American Funds
    • Mainstay Funds
    • Eagle Strategies/NYLIFE Securities
Disclosure

Jeff Czerwinski, Scott Schultz, Jasmita Patel, and Yevgeniy Vitebskiy are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Jeff Czerwinski (AR Insurance License #2650841) (CA Insurance License #0C01237).
Scott Schultz (CA Insurance License #0G83708).
Jasmita Patel (CA Insurance License #0F29979).
Yevgeniy Vitebskiy (AR Insurance License #16349662) (CA Insurance License #0H53230).

As a New York Life Agent, Jeff Czerwinski is licensed and authorized to offer insurance in California and Arkansas, but AXIOM FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

As a New York Life Agent, Scott Schultz is licensed and authorized to offer insurance in California, but AXIOM FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Jasmita Patel is licensed and authorized to offer insurance in California, but AXIOM FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Yevgeniy Vitebskiy is licensed and authorized to offer insurance in California and Arkansas, but AXIOM FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

The following individuals are Registered Representatives of and offer 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:
Jeff Czerwinski, 3401 Mallory Ln Ste 400, Franklin, TN 37067, 951-304-3624.
Scott Schultz, 3401 Mallory Ln Ste 400, Franklin, TN 37067, 714-505-6500.
Jasmita Patel, 17291 Irvine Blvd Ste 255, Tustin, CA 92780, 714-505-6500.
Yevgeniy Vitebskiy, 2020 Main St Fl 10, Irvine, CA 92614, 949-278-5267.

Jeff Czerwinski, Jasmita Patel, and Yevgeniy Vitebskiy are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Yevgeniy Vitebskiy is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

AXIOM FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither AXIOM FINANCIAL & INSURANCE SOLUTIONS 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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