Eagle Strategies LLC

Parkwest Financial and Insurance Solutions | Lodi, CA

Financial Advisor
CA Insurance License #0E43202

Eagle Strategies LLC
New York Life Insurance

Contact Us

777 S Ham Ln, Suite D
Lodi, CA 95242-
  • Office: 209.333.2400
  • Fax: 888.592.1363

  • E-mail address: arpaula@EagleStrategies.com
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Parkwest Financial and Insurance Solutions | Lodi, CA

Financial Advisor
CA Insurance License #0E43202

Eagle Strategies LLC
New York Life Insurance

Contact Us

777 S Ham Ln, Suite D
Lodi, CA 95242-
  • Office: 209.333.2400
  • Fax: 888.592.1363

  • E-mail address: arpaula@EagleStrategies.com
LinkedIn Facebook
 
  • NYL Promo
 
  • Home
  • About Us
    • Schedule a Consult
    • 401(k) Dashboard
    • Client Login
    • Our Location
    • Tell A Friend
    • Eagle Strategies LLC
  • Account Access
    • Online Account
    • NYLIFE Securities
    • eMoney
    • Eagle Strategies
  • Contact Us

Albert Paula 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 state of CA (CA Insurance License #0E43202). No insurance business may be conducted outside this state referenced.

Albert Paula is a Registered Representative for NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Albert Paula is registered as an Investment Adviser Representative, IAR, of Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA. As such, these services are strictly intended for individuals residing in CA.

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Parkwest Financial & Insurance Solutions is not owned by New York Life Insurance Company, Eagle Strategies LLC, NYLIFE Securities or its affiliates.

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

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf