I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of UT, AZ, CA, CO, IA, ID, IL, MD and TX. As such, these services are strictly intended for individuals residing in the states referenced. I am also licensed as an Agent to sell insurance through New York Life Insurance Company and may be licensed with various
other independent unaffiliated insurance companies in the states of UT, CA, CO, IA, ID, IL, MD and TX. No insurance business may be conducted outside these states referenced. My CA Insurance License # is 0F01647. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 3305 N University Ave, Suite 100, Provo, UT 84604. 801-818-9314. In this regard, this communication is strictly intended for individuals residing in the states of UT, AZ, CA and IA. No offers may be made or accepted from any resident outside the specific states referenced. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.