Financial, a California based company providing comprehensive and holistic estate, business planning and tax minimization strategies to affluent families and business owners. Isaacs, CFP®, ChFC®, CLU®, MA 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, FL, ID, IL,
IN, MD, MI, MO, NC, NJ, NV, NY, OH, OR, and TX. CA License # 0I86211, 4365 Executive Dr., Suite 800, San Diego, CA 92121, 858-444-7670
Trevor is also a Financial Advisor offering Investment Advisory & Financial Planning services offered through Eagle Strategies, LLC, Investment Adviser Representative with Eagle Strategies, LLC, A Registered Investment Advisor. Additionally, Trevor is a Registered Representative of and offers securities products & services through NYLIFE Securities, LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, MD, MI, MO, NV, NY, OR, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.. Neither New York Life Insurance Company nor Eagle Strategies, LLC and its affiliates or agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Neither IZX Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. IZX Financial is not owned or operated by New York Life Insurance Company or its affiliates.
