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Disclosure

Cynthia Fox 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 #0D11091), CO, FL, GA, ID, IN, MI, MN, OH, TN, TX, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Cynthia Fox is licensed and authorized to offer insurance in California, but FINANCIAL WELLNESS PARTNERS, LLC may not be. For additional information on California licensure status, please click here.

Cynthia Fox 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, 1486 Kenwood Dr Ste 102, Menasha, WI, 54952, 920-882-1830. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IN, MI, MN, NC, TN, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cynthia Fox 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, CO, FL, GA, IN, MI, MN, TN, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Ken Pearson 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 #0J14001), CO, FL, HI, ID, IL, IN, MI, MN, NC, NM, NV, NY, OH, SC, TN, TX, UT, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Ken Pearson is licensed and authorized to offer insurance in California, but FINANCIAL WELLNESS PARTNERS, LLC may not be. For additional information on California licensure status, please click here.

FINANCIAL WELLNESS PARTNERS, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FINANCIAL WELLNESS PARTNERS, 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.

Click here
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  • WHO WE ARE
    • Meet Our Team
    • Strategic Alliances
    • Community Involvement
    • In the News
  • WHAT WE DO
    • Our MAP Process
    • Working With Us
    • Personal Planning
    • Business Planning
    • Investment Management
    • Products
  • CLIENT EDUCATION
    • Helpful Links
    • Video Library
    • Articles
  • CLIENT LOGIN
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
    • Envestnet Client Portal
    • AARP Life Insurance from NYL
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