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Jordan Alvarez, Matt Peisert, and Logan Fields are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of MI. No insurance business may be conducted outside this/these states referenced.
Jordan Alvarez, Matt Peisert, and Logan Fields are Registered Representatives of and collectively offer security products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and New York Life company. In this regard, this communication is strictly intended for individuals residing in the state of MI. No offers may be made or accepted from any resident outside the specific states referenced.
Jordan Alvarez and Logan Fields are also registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, and is licensed to offer advisory services in the state of MI. Eagle Strategies is a New York Life Company. As such, these services are strictly intended for individuals residing in the specific states referenced. Eagle Strategies is a New York Life Company.
Neither Connected Financial Strategies 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.
Connected Financial Strategies is not owned or operated by New York Life Insurance Company or any of its affiliates.
For additional information, visit Customer Relationship Summary.pdf