Retaining Management

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1 Jason Bourque, Blair Breton, William Charrier, Victoria Barek  are agents collectivley 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, CT, DE, MA, ME, NH, NM, TX, RI, and VA. No insurance business may be conducted outside the specific states referenced.

2 Jason Bourque, Blair Breton, William Charrier, Victoria Barek  are Registered Representatives of and collectivley offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CT, DE, MA, ME, NH, NM, TX, RI, and VA.  No offers may be made or accepted from any resident outside the specific states referenced.

3 Jason Bourque and Blair Breton are also separately registered as investment adviser representatives collectively offering investment advisory and financial planning services under Eagle Strategies LLC, a Registered Investment Adviser in the states of AZ, CT, MA, ME, NH, NM, TX, RI, and VA. As such, these services are strictly intended for individuals residing in these states.

4 Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. 

5 CREATIVE WEALTH SOLUTIONS & INSURANCE SERVICES LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

6 Neither Creative Wealth Solutions & Insurance Services LLC or its staff, nor NYLIFE Securities LLC and its affilitiates, or its representatives, provides tax, legal or accounting advice.  Please consult your own tax, legal or accounting professional before making any decisions.

 

 

 


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