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Disclosure

Jordan Alvarez 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 MI, MT, NY, and TX. No insurance business may be conducted outside the states referenced.

Jordan Alvarez 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, 1850 44th St Sw, Wyoming, MI, 49519, 616-607-4681. In this regard, this communication is strictly intended for individuals residing in the states of FL, MI, MT, NY, OH, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Jordan Alvarez 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 FL, MI, MT, NY, OH, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Matthew Peisert 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 AR (AR Insurance License #18757333), CO, IL, MI, MT, NC, OH, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Matthew Peisert is licensed and authorized to offer insurance in Arkansas, but CONNECTED FINANCIAL STRATEGIES, LLC may not be. For additional information on Arkansas licensure status, please click here.

Matthew Peisert 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, G3292 Fenton Rd, Flint, MI, 48507, 810-239-7302. In this regard, this communication is strictly intended for individuals residing in the states of CO, MI, MT, NC, ND, OH, PA, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Logan Fields 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 IL, IN, and MI. No insurance business may be conducted outside the states referenced.

Logan Fields 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, 1850 44th St Sw, Wyoming, MI, 49519, 616-514-4458. In this regard, this communication is strictly intended for individuals residing in the states of ID, IN, and MI. No offers may be made or accepted from any resident outside the specific states referenced.

Logan Fields 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 ID, IN, and MI. As such, these services are strictly intended for individuals residing in the states referenced.

CONNECTED FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CONNECTED FINANCIAL STRATEGIES, 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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CONNECTED FINANCIAL STRATEGIES, LLC

Jordan Alvarez

Financial Advisor

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  • ABOUT
    • Meet Our Team
    • Strategic Alliances
    • Our Process
  • EXPERTISE
    • Personal Solutions
    • Business Solutions
    • Investment Management
    • Insurance and Annuities
    • Working With Other Professionals
  • RESOURCES
    • Investment Newsletter
    • Helpful Links
  • CONTACT
  • CLIENT LOGIN
    • New York Life
    • Eagle Strategies/NYLIFE

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