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Disclosure

Juan Garcia 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, FL, NJ, NY, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

Juan Garcia 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, 1660 Walt Whitman Rd, Melville, NY, 11747. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, NJ, NY, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Juan Garcia 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, NJ, and NY. As such, these services are strictly intended for individuals residing in the states referenced.

TRI-MOUNTAIN FINANCIAL GROUP, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TRI-MOUNTAIN FINANCIAL GROUP, INC. 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
    • Who We Are
    • Our Background
  • Products & Services
    • Products
    • Our Services
    • Business Solutions
    • Advanced Planning Resources
    • For Professional Advisors
  • Resources
    • Calculators
    • Articles
    • Tax Resources
    • Videos
    • Life Stages
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
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