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Disclosure

Juliette Castelli is 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 CA, IA, LA, NV, and OR. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

Juliette Castelli 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, 236 N Santa Cruz Ave Ste 240, Los Gatos, CA, 95030. In this regard, this communication is strictly intended for individuals residing in the states of CA, IA, LA, NV, OR, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Juliette Castelli 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, CA (CA Insurance License #0J15763), IA, ID, KY, MD, NJ, NV, OK, OR, and TX. No insurance business may be conducted outside the states referenced.  As a New York Life Agent, Juliette Castelli is licensed and authorized to offer insurance in California, but CASTELLI FINANCIAL & INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

CASTELLI FINANCIAL & INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.?

Neither CASTELLI FINANCIAL & INSURANCE SERVICES 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.

Click here
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  • Who We Are
    • Meet Our Founder
    • Our Heritage
    • Strategic Alliances
    • Testimonials
  • What We Do
    • Our Process
    • Personal Solutions
    • Investment Management
    • Retirement Solutions
    • Business Solutions
  • Client Login
    • eMoney
    • Wealthscape Login
  • Contact Us

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