MMT Financial and Insurance Move Mountains!
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    • FINANCIAL NEEDS FORM
    • MORE COMING SOON
MMT Financial and Insurance Move Mountains!
Contact Us Through Email
  • Home
  • FINANCIAL NEEDS FORM
  • MORE COMING SOON
Contact Us Through Email

Call: 1- 646-645-2453

Take Action To Protect Your Future Today!

Take Action To Protect Your Future Today!Take Action To Protect Your Future Today!Take Action To Protect Your Future Today!

Marc Merritt & Marylene Teopengco-Merritt, RVP’s  NY, NJ, WA, & AZ  Life & Health Agents. (Nationwide Appointments Pending).

Call: 1- 646-645-2453

Take Action To Protect Your Future Today!

Take Action To Protect Your Future Today!Take Action To Protect Your Future Today!Take Action To Protect Your Future Today!

Marc Merritt & Marylene Teopengco-Merritt, RVP’s  NY, NJ, WA, & AZ  Life & Health Agents. (Nationwide Appointments Pending).

Our Mission

At MMT Financial and Insurance, our mission is to provide comprehensive insurance solutions tailored to meet your needs. We are dedicated to ensuring financial security for our clients through personalized service and expert guidance.

🤝 Why MMT Financial & Insurance?

Our Start

  • The partnership began with Freedom Equity Group ("FEG") in 2022. Building on that foundation, they launched MMT Financial and Insurance in 2025 by Marc and Marylene with a clear goal: To create a straightforward, effective platform for family and business protection.

Marc: The Financial Strategist

  • Marc is the lead consultant, bringing comprehensive expertise from across the financial industry.
  • Commercial Banking: 40 years of experience in Commercial Banking (from JPM Chase, HSBC and others) offers a crucial strategic, big-picture perspective.
  • Citibank Private Bank and Merrill Lynch: Served as a Finance Director (2001-2006), holding Series 7 and 66 licenses (active 2001-2007).
  • Formerly NYS Licensed Real Estate Salesperson (2014-2020). Douglas Elliman Affiliation.
  • Current Licensing: Holds licenses for Life & Health, Variable Annuities, and Fixed Annuities (since 2001).
  • Focus: He uses a holistic approach to retirement and risk management to secure your future.

Marylene: The Underwriting Expert

  • Marylene is the operational engine, ensuring every policy is handled with meticulous care:
  • Role: She underwrites all policies.
  • Licensing: Holds a Life License since 2017.
  • Formerly NYS Licensed Real Estate Salesperson (2014-2019). Douglas Elliman Affiliation.
  • Strength: She leverages her disciplined background to ensure thorough, precise execution.
  • Let's talk about your financial future and how MMT can protect what matters most to you.

Click on the Tiles below to learn more.

Freedom Equity Group Details

Freedom Equity Group Details

Meeting Invitation Flyer

Meeting Invitation Flyer

FEG Insurance Carrier Details

FEG Insurance Carrier Details

Our Financial and Insurance Articles

Privacy Statement

MMT Privacy Policy (docx)

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We love our customers, so feel free to visit.  Book an appointment in person or through Zoom!

MMT Financial and Insurance

Valley Stream NY

Marc: (646) 645-2453 or Marylene: (631) 579-1904

Hours - By Appointment only.

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