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Disclosure

Simon Bloomfield 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 CT, FL, MA, ME, NY, SC, and WA. No insurance business may be conducted outside the states referenced.

Simon Bloomfield 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, 1555 Iyannough Rd 2nd Fl, Hyannis, MA, 02601, 508-356-4881. In this regard, this communication is strictly intended for individuals residing in the states of FL, MA, NY, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Simon Bloomfield 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 FL, MA, NY, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Pat Phelan 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 CT, FL, KY, MA, ME, NC, NH, NJ, PA, RI, TX, and VT. No insurance business may be conducted outside the states referenced.

Pat Phelan 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, 1555 Iyannough Rd 2nd Fl, Hyannis, MA, 02601, 508-356-4873. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, MA, NC, NH, NY, PA, RI, TX, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Pat Phelan 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 CT, FL, HI, MA, NC, NH, NY, PA, RI, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

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.

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

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