Isaacs, MA, CFP®, ChFC®, CLU® 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, NV, NY, OH, OR, and TX. No insurance business may be conducted outside of the states referenced. CA License # 0I86211, 4365 Executive Drive, Suite 800, San Di
ego, CA 92121, 858-623-8749
Additionally, Trevor S.D. Isaacs, MA, CFP®, ChFC®, CLU® 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 CA, CO, FL, ID, MD, MI, MO, NV, NY, OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced. Isaacs, MA, CFP®, ChFC®, CLU® is a Financial Adviser offering investment advisory services through Eagle Strategies, LLC, a Registered Investment Adviser in the states of CA, CO, FL, ID, MD, MI, MO, NV, NY, OR, and TX. As such, these services are strictly intended for individuals residing in the specific states referenced. Neither I.Z.X Financial and Insurance Solutions nor New York Life Insurance Company, or its affiliates or agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I.Z.X Financial and Insurance Solutions is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
