Concepts & Strategies

Joseph R. Brida (CA Lic ##0D15936), Paul LaCava (AZ Lic #1016452), Mark G. Heinemann (AZ Lic #428039), Keith Macpherson, and Drew Schmidt are collectively 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 AZ, CT, DE, FL, GA, HI, MA, MI, MN, MD, NC, NJ, NM, NY, OH, PA, RI, TN, SC and VA. No insurance business may be conducted outside these states referenced.

Joseph R. Brida, Paul LaCava, Mark G. Heinemann, Keith Macpherson and Drew Schmidt are Registered Representatives collectively offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and a New York Life company 576 Broad Hollow Road, Melville, NY 631.391.2900. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, SC, VA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph R. Brida, Paul LaCava, Mark G. Heinemann, Keith Macpherson, and Drew Schmidt are registered investment adviser representatives (“IAR”), under Eagle Strategies LLC, and a New York Life company, collectively offering advisory services in the states of CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, SC and VA. As such, these services are strictly intended for individuals residing in the states where IAR is registered. Wealth Conservation Group is not owned or operated by NYLIFE Securities LLC or its affiliates. National Association of Insurance and Financial Advisors.

Joseph R. Brida is a member of NAIFA and The Society of Financial Service Professionals.

Wealth Conservation Group is independently owned and operated from NYLIFE Securities LLC and its affiliates and does not provide tax, legal or accounting advice.

Joseph Brida is a Member Agent of the Nautilus Group(R) a service of New York Life Insurance Company.