Eagle Strategies LLC

Kate Kelley is an agent of and collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA (Kate CA Insurance License #4130768), OH, and AK. No insurance business may be conducted outside of these states referenced.

Kate Kelley is a Registered Representative of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency in the states of CA, OH, and AK.. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities is a New York Life Company.

Kate Kelley is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, and is licensed to offer advisory services in the states of OH and CA. As such, these services are strictly intended for individuals residing in the specific state referenced. Eagle Strategies is a New York Life Company.

Neither Premise Financial Group and its associates nor New York Life or its subsidiaries and affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professionals regarding your particular situation.

Premise Financial Group is not owned or operated by New York Life Insurance Company or any of its affiliates.