Anthony Cipolla (CA Insurance Lic. # 0D61247) 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 Arizona, California, Colorado, Florida, Idaho, Michigan, Minnesota, Montana, Nevada, Oregon, Texas, and Washington. No insurance business may be conducted outside the specific states referenced.
Anthony Cipolla is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency (916) 774-6200. In this regard, this communication is strictly intended for individuals in the states of Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, Oregon, Texas, Utah, Washington, and Wisconsin.
No offers may be made or accepted from any resident outside the specific states referenced. Anthony Cipolla 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 Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, Oregon, Texas, Utah, Washington, and Wisconsin.
Anthony Cipolla is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency (916) 774-6200. In this regard, this communication is strictly intended for individuals in the states of Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, Oregon, Texas, Utah, Washington, and Wisconsin.
No offers may be made or accepted from any resident outside the specific states referenced. Anthony Cipolla 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 Arizona, California, Colorado, Florida, Hawaii, Idaho, Montana, Nevada, Oregon, Texas, Utah, Washington, and Wisconsin.
Services
We look forward to discussing the ways we work with our clients to help you determine how we can best address your needs.
Planner Clients are ready to clarify, simplify, and organize their financial life.
They see the value in partnering with experienced Advisors to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.
Planner Clients want to address their questions, reduce financial worries, and decrease complexity so that they can focus on what matters most in life.
Planner Clients are ready to clarify, simplify, and organize their financial life.
They see the value in partnering with experienced Advisors to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.
Planner Clients want to address their questions, reduce financial worries, and decrease complexity so that they can focus on what matters most in life.
Are you a decision-maker for your company's 401(k)?
Owners of closely-held businesses wear many hats: officer, employee, "chief cook and bottle washer."
One other hat you may wear is ERISA fiduciary of your company's tax-qualified retirement plans - and that's a hat you don't want to forget about.
Without an understanding of the responsibilities that go with this role, fiduciary liability is just a heartbeat away.
The Department of Labor considers fiduciaries as ultimately responsible for making sure their retirement plan follows all applicable laws.
Owners of closely-held businesses wear many hats: officer, employee, "chief cook and bottle washer."
One other hat you may wear is ERISA fiduciary of your company's tax-qualified retirement plans - and that's a hat you don't want to forget about.
Without an understanding of the responsibilities that go with this role, fiduciary liability is just a heartbeat away.
The Department of Labor considers fiduciaries as ultimately responsible for making sure their retirement plan follows all applicable laws.
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