Strategic Alliances

Truly independent financial guidance we are not directly affiliated with an investment management firm, thereby allowing our Financial Advisors to conduct advisory practices that are independent and free from the pressures of recommending proprietary investment vehicles. This allows our Advisors to select product solutions that best align with the individual goals of their clients. A conflict-free investment manager compensation model our asset-based fee advisory compensation approach results in more comprehensive advice and allows our Advisors to stay focused on the holistic needs of their clients.

NYLIFE Securities LLC focuses on providing clients with world”class brokerage services and a wide variety of investment options. As a registered broker-dealer and a wholly-owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients maximize their opportunities to grow and maintain their wealth. Our exceptional client service, investment platform, and competitive cost structure can help address clients' needs, regardless of their financial objectives. Our goal is to develop a long-term financial relationship with our clients and to prudently serve their needs throughout their life.

Richard Green CLU, LUTCF is proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company,* New York Life is one of the largest**mutual individual life insurance company in the United States and holds the highest possible financial strength ratings*** currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), Standard & Poor's (AA+).