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Disclosure

Richard Green 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 AZ, CA (CA Insurance License #0G71925), CO, FL, ID, MT, NM, NV, OR, TX, and UT. No insurance business may be conducted outside the states referenced.

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

Richard Green 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, 5340 Kietzke Ln Ste 200, Reno, NV, 89511, 775-322-2192. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, MT, NM, NV, OR, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Green 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 AZ, CA, FL, MT, NM, NV, OR, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Green Financial Strategies Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Green Financial Strategies Group 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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  • About Us
    • About Eagle Strategies
    • My Background
    • Investment Advisory Services
    • Value Proposition
    • Our Approach and Process
    • Small Business SOlutions
    • Strategic Alliances
    • Working with Other Advisors
    • Advanced Planning Group
    • Designation Check
  • Financial Solutions
    • Services
    • Products
    • Advanced Planning Resources
  • Resources
    • Calculators
    • Life Stages
    • Tax Resources
    • Articles
    • Videos
  • Account Access
    • NYL Online Account
    • Eagle Strategies
    • eMoney
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Envestnet Client Portal
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