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Patrick McKallagat is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of MA. No insurance business may be conducted outside of these states referenced.
Timothy Leahy is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of MA, NH, CT, RI, NY, VA. No insurance business may be conducted outside of these states referenced.
Patrick McKallagat is a Registered Representative of and offers securities products and 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 state of MA. No offers may be made or accepted from any resident outside the specific states referenced.
Timothy Leahy is a Registered Representative of and offers securities products and 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 MA, CO, FL, ME, NC, NH, NY, VA. No offers may be made or accepted from any resident outside the specific states referenced.
Patrick McKallagat is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of MA, NH, NY. As such, these services are strictly intended for individuals residing in the states referenced.
Timothy Leahy is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of MA, NH, CT, RI, NY, VA. As such, these services are strictly intended for individuals residing in the states referenced.
Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.
Third/3rd Financial Partners, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Third/3rd Financial Partners, LLC, it staff or employees nor New York Life Ins. Co. or its agents or affiliates provide 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