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John Wolff (CA Insurance License #0C07750), David Lenser (CA Insurance License #0F83296), Dean Loftin (CA Insurance License #0C68967) and Rebecca Wolff (CA Insurance License #4103480) are agents 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, WA and NV. No insurance business may be conducted outside of these states referenced.
David Lenser, John Wolff, Dean Loftin and Rebecca Wolff are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing collectively in the states of CA, WA, NV, and TX. No offers may be made or accepted from any resident outside the specific states referenced.
John Wolff, David Lenser, Dean Loftin are Financial Advisors offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, collectively in the states of CA, NV, and TX. As such, these services are strictly intended for individuals residing in the states referenced.
Lens Financial & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Lens Financial & Insurance Solutions and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
For additional information, visit Customer Relationship Summary.pdf