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For more information about NYLIFE Securities LLC and its investment professionals.

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White Cap Financial Services > Logo > White
  • WHO WE ARE
    • Meet Pat & Simon
    • Strategic Alliances
  • WHAT WE DO
    • Our Process
    • Business Services
    • Executive & Employee Benefits
    • Retirement & Estate Planning
    • Wealth Management & Financial Planning
  • GET IN TOUCH
  • CLIENT PORTAL
    • NYL Online Account
    • NYLIFE Securities
    • NYLI Funds
  • Copyright
Disclosure

Simon Bloomfield, and Pat Phelan are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.

The following individuals are Registered Representatives of and offer 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:
Simon Bloomfield, 1555 Iyannough Rd 2nd Fl, Hyannis, MA 02601, 508-356-4881.
Pat Phelan, 1555 Iyannough Rd 2nd Fl, Hyannis, MA 02601, 508-356-4873.

Simon Bloomfield, and Pat Phelan are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

White Cap Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither White Cap Financial 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

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