TaxWise Strategies

Daniel Giusti and Michael Valentine 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 Pennsylvania and New Jersey.  No insurance business may be conducted outside the specific states referenced.

Daniel Giusti and Michael Valentine is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of Pennsylvania and New Jersey.  No offers may be made or accepted from any resident outside the specific states referenced.

Michael Valentine 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 Pennsylvania, Delaware, New Jersey, New York, Massachusetts, Missouri, Texas and Virginia.  No insurance business may be conducted outside the specific states referenced.

Legacy Benefits Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.