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                                            Eagle Strategies LLC

                                            Through Eagle Strategies, Joel Magbitang, CFP® provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

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                                            Disclosure

                                            Julius Magbitang 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, CA (CA Insurance License #0D35676), CT, DC, DE, FL, GA, HI, ID, IN, NC, NJ, NM, NV, NY, OH, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

                                            As a New York Life Agent, Julius Magbitang is licensed and authorized to offer insurance in California, but MAGBITANG FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

                                            Julius Magbitang 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, 3000 Danville Blvd Ste L, Alamo, CA, 94507, 925-552-7152. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, DE, FL, GA, HI, ID, IN, NC, NJ, NM, NV, NY, OH, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                                            Julius Magbitang 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 AZ, CA, CT, DC, DE, FL, GA, HI, ID, IN, NC, NJ, NM, NV, NY, OH, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                                            Julius Magbitang is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

                                            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.

                                            MAGBITANG FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                            Neither MAGBITANG FINANCIAL & INSURANCE 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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                                            Magbitang Financial logo
                                            • WHO WE ARE
                                              • Our Firm
                                                • Our Principals
                                                  • Investment Management Resource
                                                    • Business & Estate Planning Resource
                                                      • Strategic Partnerships
                                                        • Administrative Support
                                                          • Locations
                                                          • WHAT WE DO
                                                            • Process
                                                              • Services
                                                                • Products
                                                                • THOSE WE SERVE
                                                                  • Dentists
                                                                    • Physicians
                                                                      • Closely-Held Family Businesses
                                                                        • Retirees
                                                                        • CLIENT RESOURCES
                                                                          • Professional Alliances
                                                                            • Helpful Links
                                                                              • Video Learning Library
                                                                                • Calculators
                                                                                • NEWSLETTERS
                                                                                  • CONTACT
                                                                                    • LOGIN

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                                                                                      NYLIFE Securities LLC, Member FINRA/SIPC.

                                                                                      For additional information, visit Customer Relationship Summary.pdf