TaxWise Strategies

Reza Sadeghi 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 Ins. Lic 0I32965), NY, TX, FL, MI, VA. No insurance business may be conducted outside the specific states referenced.

Reza Sadeghi is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC a licensed insurance agency and a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

SOAP Note Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.