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Michael Testa 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 #4110369), CO, CT, DE, FL, GA, IL, IN, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, PA, SC, TN, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Michael Testa is licensed and authorized to offer insurance in California, but Tailored Wealth Solutions may not be. For additional information on California licensure status, please click here.

Michael Testa 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, 110 Henry St, Saratoga Springs, NY, 12866, 518-583-4800. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Testa 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, CT, DE, FL, GA, IN, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

Edward Quimby IV 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 CT, FL, MA, NJ, NM, NY, PA, SC, TN, TX, and UT. No insurance business may be conducted outside the states referenced.

Edward Quimby IV 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, 110 Henry St, Saratoga Springs, NY, 12866, 518-220-4200. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, MA, NJ, NM, NY, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Edward Quimby IV 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 CT, FL, MA, NJ, NM, NY, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

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.

Tailored Wealth Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Tailored Wealth Solutions 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
    • Our Team
    • Our Clients
    • Our Community
  • EXPERTISE
    • Our Process
    • Our Services
  • CLIENT EDUCATION
    • Your Financial Education Hub
    • Workshops and Events
    • Blog
  • CONTACT US
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