TaxWise Strategies

Alan Diamond 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 Texas, California (CA Insurance License. # 0G99306), New York, Florida, and Illinois. No insurance business may be conducted outside this/these states referenced.

Alan Diamond is a Registered Representative 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 Texas, Florida, New Jersey, and New York. No offers may be made or accepted from any resident outside the specific states referenced.

NYLIFE Securities LLC. is a New York Life company.