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Our Insurance Brokerage Partner

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Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.

Disclosure

Reie Levi is an agent 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 CA (CA Insurance License #4047428), CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Reie Levi is licensed and authorized to offer insurance in California, but Fidara Financial may not be. For additional information on California licensure status, please click here.

Reie Levi is a Registered Representative of and offers 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, 1601 Kings Highway Fl 2, Brooklyn, NY, 11229, 718-307-3442. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Reie Levi is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is an agent 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 AL, AZ, CA (CA Insurance License #4040107), CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WV. No insurance business may be conducted outside the states referenced.

Robert Ostberg is a Registered Representative of and offers 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, 351 Pleasant St Ste D, Northampton, MA, 01060, 413-586-6725. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Fidara Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Fidara Financial 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.

For more information about NYLIFE Securities LLC and its investment professionals.

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