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Disclosure

Eric Baumbach 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 AZ, CO, CT, FL, NC, NJ, NY, PA, and SC. No insurance business may be conducted outside the states referenced.

Eric Baumbach 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, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-3478. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, CT, FL, LA, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Eric Baumbach 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 AZ, CO, CT, FL, LA, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

David Benson 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 of . No insurance business may be conducted outside the referenced.

As a New York Life Agent, David Benson is licensed and authorized to offer insurance in California, but TREEBROOK FINANCIAL GROUP, LLC may not be. For additional information on California licensure status, please click here.

David Benson 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, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-5859. In this regard, this communication is strictly intended for individuals residing in the of . No offers may be made or accepted from any resident outside the specific referenced.

David Benson 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 of . As such, these services are strictly intended for individuals residing in the referenced.

TREEBROOK FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TREEBROOK FINANCIAL GROUP, 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.

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  • WHO WE ARE
    • OUR MISSION
    • OUR TEAM
  • WHAT WE DO
    • PERSONAL SOLUTIONS
    • BUSINESS SOLUTIONS
    • PRODUCTS
    • INVESTMENT MANAGEMENT
  • HOW WE DO IT
    • OUR PROCESS
    • STRATEGIC ALLIANCES
  • CLIENT RESOURCES
    • WEALTH MANAGEMENT DASHBOARD
    • HELPFUL LINKS
    • NEWSLETTERS
  • CLIENT LOGIN
    • Wealth Management Dashboard
    • American Funds
    • Binker Capital
    • Oppenheimer Funds
    • Franklin Templeton
  • CONTACT US

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