TaxWise Strategies

Trevor Isaacs  is a Financial Advisor 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 CA, CO, ID, IN, MD, NV, NY, OR, and TX. As such, these services are strictly intended for individuals residing in CA, CO, ID, IN, MD, NV, NY, OR, and TX.

Trevor Isaacs is also a Registered Representative for NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 4365 Executive Drive, Suite 800, San Diego, CA 92121, 858-623-4759. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, ID, IN, MD, NV, NY, OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced. 

Additionally, Trevor Isaacs 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 CA, IN, MD, NY, OR, and TX. No insurance business may be conducted outside of the states referenced. CA Insurance License # 0I86211

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

IZX FINANCIAL AND INSURANCE SOLUTIONS is not owned or operated by New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC or its affiliates.