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New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and other trademarks displayed on this site.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

NYL provides content, material, and links on this site AS IS, for your convenience and for general informational purposes. Your purchase of any NYL product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase; no contrary terms or information available on or through this site modify those documents.

Disclosure

Joseph Portello 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, GA, NC, NJ, NV, NY, OH, PA, and VA. No insurance business may be conducted outside the states referenced.

Joseph Portello 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, One World Trade Center 285 Fulton Street 39th Floor, New York, NY, 10007, 212-261-0211. In this regard, this communication is strictly intended for individuals residing in the states of AZ, FL, GA, NC, NJ, NV, NY, OH, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Portello 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, FL, GA, NC, NJ, NV, NY, OH, PA, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Cyrielle Rivera 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 CA (CA Insurance License #4369460), CT, FL, GA, IL, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Cyrielle Rivera is licensed and authorized to offer insurance in California, but The Firm Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Cyrielle Rivera 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, 285 Fulton Street 39th Floor One World Trade Center, New York, NY, 10007, 973-960-1843. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, MA, NC, NJ, NY, PA, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cyrielle Rivera 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 CA, CT, FL, MA, NC, NJ, NY, PA, TN, and VA. 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.

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

Neither The Firm Financial Group, LLC 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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The Firm Financial Group LLC
  • Our Team
    • Meet the Team
    • About New York Life
    • About Eagle Strategies
  • Our Mission & Values
    • Mission and Values
  • Our Process & Services
    • Our Process
    • Products
    • Investment Advisory Services
  • Platinum Benefits
    • Platinum Benefits Details
    • Platinum Benefits - FAQ
  • Resources
    • Business Solutions
    • Life Stages
    • Calculators
    • Videos
    • Articles
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
  • Contact Us

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