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Disclosure

Joseph Portello 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 AZ, FL, GA, NC, NJ, NV, NY, OH, PA, and TX. No insurance business may be conducted outside the states referenced.

Joseph Portello 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, One World Trade Center 285 Fulton Street 39th Floor, New York, NY, 10007, 212-261-0211. In this regard, this communication is strictly intended for individuals residing in the states of AZ, FL, GA, NC, NJ, NV, NY, OH, and PA. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Portello 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 AZ, FL, GA, NC, NJ, NV, NY, OH, and PA. As such, these services are strictly intended for individuals residing in the states referenced.

Portello Financial Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Portello Financial Group 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.

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  • About Us
    • About Our Founder
    • About New York Life
    • About Eagle Strategies
  • Products & Services
    • Products
    • Our Services
    • Investment Advisory Services
  • Resources
    • Business Solutions
    • Life Stages
    • Calculators
    • Videos
    • Articles
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Eagle Strategies
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