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Disclosure

Robert Preziosi 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 CA (CA Insurance License #0J02823), CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, PA, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Robert Preziosi is licensed and authorized to offer insurance in California, but ELM FINANCIAL GROUP, INC. may not be. For additional information on California licensure status, please click here.

Robert Preziosi 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, 520 Broadhollow Rd, Melville, NY, 11747, 631-391-3415. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, NJ, NY, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

ELM FINANCIAL GROUP, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither ELM FINANCIAL GROUP, INC. 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.

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  • About Us
    • My Background
    • What We Do
    • Your Estate
  • Products & Services
    • Products
    • Our Services
    • For Professional Advisors
    • Advanced Planning Resources
  • Resources
    • Business Solutions
    • Calculators
    • Articles
    • Tax Resources
    • Videos
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
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