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Avshalom Gad CFP®, LL.B, ChFC®, CLU®, RICP®, WMCP®
Financial Adviser*

Reducing Taxes

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Avshalom Gad 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 #0G12335), FL, IL and IN. No insurance business may be conducted outside this states referenced.

Avshalom Gadf is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a registered broker-dealer and a licensed Insurance Agency and a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states of AL, FL, IL, IN, SC and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Avshalom Gad 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 IN, FL, AL, SC, WI and IL. As such, these services are strictly intended for individuals residing in referenced states.

Eagle Strategies LLC. and NYLIFE Securities LLC. are New York Life companies.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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Avshalom Gad CA Insurance Lic. # 0G12335

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