TaxWise Strategies

Robert Shoneck 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 CT, MA, and NY. No insurance business may be conducted outside these states referenced.

Robert Shoneck  is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CT and MA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Shoneck is also separately registered as an investment adviser representative with Eagle Strategies LLC, A Registered Investment Adviser, offering advisory services in the states of CT and MA. As such, these services are strictly intended for individuals residing in the states referenced.

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