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Disclosure

Eric Herried 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 AK, AZ, CA (CA Insurance License #4130437), CO, GA, MN, NJ, OR, TN, TX, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Eric Herried is licensed and authorized to offer insurance in California, but Herried Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

Eric Herried 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, 4511 W 1st St Ste 7, Duluth, MN, 55807, 218-722-1496. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, FL, GA, MN, OR, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Eric Herried 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 AK, AZ, CA, CO, FL, GA, MN, OR, TX, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Herried Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Herried Financial Strategies, LLC 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.

Click here
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  • WHO WE ARE
    • The HFS Difference
    • Meet Our Founder
  • WHAT WE DO
    • Investment Services
    • Individual & Family Services
    • Business Owner Services
  • HOW WE DO IT
    • Our Strategic Alliances
  • GET IN TOUCH
    • Office Information
  • LOGIN
    • Eagle Strategies / NYLIFE Securities
    • New York Life Online
    • Mainstay Funds
    • eMoney
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