James Allen 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, CT, IN, MA, NY. No insurance business may be conducted outside this/these states referenced.

James Allen is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC [860-285-8884], A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, CT, FL, MA, MS, NY. No offers may be made or accepted from any resident outside the specific states referenced.

*James A. Allen is also separately registered as an investment advisor representative under Eagle Strategies LLC, a Registered Investment Advisor, offering advisory services in the state(s) of AL, FL, MA, ME, MS, NC, RI, AND SC.  As such, these services are strictly intended for individuals residing in state(s) of AL, FL, MA, ME, MS, NC, RI, AND SC.
 

Jenilee Wirtz 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, NY, AND RI. No insurance business may be conducted outside this/these states referenced.

Jenilee Wirtz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC [860-285-8884], A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CT, MA, and NY.  No offers may be made or accepted from any resident outside the specific states referenced.


Neither New York Life Insurance Company, nor its agents or affiliates, or The Allen Financial Group nor its employees or agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

The Allen Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

 

 

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