Our Alliance with Professionals

Michael Testa and Daniel Pearsall are Registered Representatives offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), 110 Henry St, Saratoga Springs, NY 12866, 518.583.4800, a Licensed Insurance Agency and New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, NC, NJ, NY, TN and VT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Tailored Wealth Solutions, NYLIFE Securities LLC and any affiliates do not provide tax, legal, or accounting advice. For advice on such matters, contact your own professional advisors.

Michael Testa and Daniel Pearsall (CA Insurance License #4098016) are agents 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, CT, FL, GA, OH, MA, MD, NC, NJ, NY, and VT. No insurance business may be conducted outside this/these state(s) referenced.

Michael Testa, Edward Quimby, and Dan Pearsall are also separately registered as an investment adviser representative(s) ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of AL, AZ, CT, FL, GA, NC, NH, SC, TN, and VA. As such, these services are strictly intended for individuals residing in (state(s) referenced.

Tailored Wealth Solutions is not owned or operated by NYLIFE Securities LLC, or its affiliates. Tailored Wealth Solutions is not a Registered Investment Advisor.