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Disclosure

Scott Tally 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, CA (CA Insurance License #0H48167), CO, GA, UT, WI, and WY. No insurance business may be conducted outside the states referenced.

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

Scott Tally 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, 414 Church St Ste 113, Sandpoint, ID, 83864, 970-988-9204. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, GA, HI, ID, KS, KY, MO, NC, UT, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Tally 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 CO, FL, GA, HI, ID, KS, KY, MO, NC, UT, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Brian Fabrizio 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, 3003 E Harmony Rd Ste 110, Fort Collins, CO, 80528, 970-371-1915. 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.

Derek Duncan 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, Derek Duncan is licensed and authorized to offer insurance in California, but LEGACY FINANCIAL GROUP, LTD may not be. For additional information on California licensure status, please click here.

Derek Duncan 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, 3003 E Harmony Rd Ste 110, Fort Collins, CO, 80528, 408-655-6582. 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.

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

Neither LEGACY FINANCIAL GROUP, LTD 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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  • About Us
    • Eagle Strategies LLC
  • Products & Services
    • Products
    • For Professional Advisors
    • Advanced Planning Resources
  • Resources
    • Business Solutions
    • Calculators
    • Videos
    • Life Stages
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • eMoney
    • Eagle Strategies
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