ResourcesYou'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
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ResourcesYou'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.
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4720 Peachtree Industrial Blvd Suite, 5202, Norcross, GA 30071 (770) 458-9700 Benjamin Yin, Daniel Burke, Thomas Nolan Pendleton (CA Insurance license #OM66322) and Andrew Brereton (CA Insurance license #OL43503 & AR Insurance license #18170577) are agents 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 AL, AR, AZ, CA, GA, TN, FL, SC, NC, NY, IL, NJ, DC, VA, MA, TX, MD, MS, WY and OR. No insurance business may be conducted outside this/these state(s) referenced.
Benjamin Yin, Daniel Burke, Thomas Nolan Pendleton and Andrew Brereton are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of Al, AR, CA, FL, GA, KY, ME, MO, NY, TN, TX and WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Benjamin Yin, Daniel Burke, Thomas Nolan Pendleton and Andrew Brereton are also separately registered as an investment adviser representative through Eagle Strategies LLC, a Registered Investment Adviser, and is licensed to offer advisory services in the states of AL, AR, CA, GA, LA, KY, ME, MS, NY, TN, TX, VA, WI, and WY. As such, these services are strictly intended for individuals residing in the specific state referenced.
Generational Financial Partners LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Generational Financial Partners LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
For additional information, visit Customer Relationship Summary.pdf