Tailored Wealth Solutions
Financial Services - Saratoga Springs, New York, United States
Tailored Wealth Solutions Employees
Tailored Wealth Solutions Details
Michael Testa (CA Insurance License #4110369) 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.Michael Testa and Daniel Pearsall are Registered Representatives offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency.Michael Testa and Daniel Pearsall are also separately registered as an investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services110 Henry St, Saratoga Springs, NY 12866, 518.583.4800Neither Tailored Wealth Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Tailored Wealth Solutions is not owned or operated by New York Life Insurance Company or its affiliates.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
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