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Eagle Edge

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OUR LOCATION

3600 Minnesota Drive, Suite 100
Edina, MN 55435

CONNECT WITH US

Terry@vfstrategies.com

GET IN TOUCH

Office: (952) 897-5011
Fax: (952) 897-5007

Disclosure

Terry Lewis 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 #0778399), CO, CT, FL, IA, IN, MA, MD, MN, MO, MT, NC, NV, NY, SD, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Terry Lewis is licensed and authorized to offer insurance in California, but VERITAS FINANCIAL STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

Terry Lewis 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, 3600 Minnesota Dr Ste 100, Edina, MN, 55435, 952-897-5011. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, IN, MA, MD, MN, MO, MT, NC, NV, NY, SD, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Terry Lewis 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, CA, CT, FL, IN, MA, MD, MN, MO, MT, NC, NV, NY, SD, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Joshua Batalden 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 AR (AR Insurance License #6948729), AZ, IA, KS, NE, TX, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joshua Batalden is licensed and authorized to offer insurance in Arkansas, but VERITAS FINANCIAL STRATEGIES, LLC may not be. For additional information on Arkansas licensure status, please click here.

Joshua Batalden 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, 3600 Minnesota Dr Ste 100, Edina, MN, 55435, 952-896-3553. In this regard, this communication is strictly intended for individuals residing in the states of AZ, IA, IL, IN, KS, MN, NC, ND, NE, NM, SD, TX, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Joshua Batalden 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, IA, IL, IN, KS, MN, NC, ND, NE, NM, SD, TX, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Courtney Ruiz 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 #4197217), FL, MI, MN, NY, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Courtney Ruiz is licensed and authorized to offer insurance in California, but VERITAS FINANCIAL STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

Courtney Ruiz 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, 3600 Minnesota Dr Ste 100, Edina, MN, 55435, 651-248-3315. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, MI, MN, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Courtney Ruiz 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 CA, DC, MI, MN, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

VERITAS FINANCIAL STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither VERITAS FINANCIAL STRATEGIES, 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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NYLIFE Securities LLC, Member FINRA/SIPC.

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