Special Needs Planning

Fred Barone is an Agent licensed to sell insurance through New York Life Insurance Company and may be licenses with various other independent unaffiliated incurance companies in the states of AL, AR, AZ, CA, CO, CT, DC, DE, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NM, NV, OK, OR, TN, TX, UT, WA, and WI. No insurance business may be conducted outside these states referenced. Additionally, he is a Registered Representative of and offers securities products and 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 FL, NC, NJ, NY, PA and SC. No offers may be made or accepted from any resident outside the states referenced.

Erick Barone 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 FL, NC, NJ, and NY. Additionally, he is a Registered Representative and offers securities products and 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 FL.

Neither New York Life Insurance Company nor its agents provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals before making any decisions. The office of Barone Financial Group is located at 400 Pinner Weald Way, Suite 102, Cary, NC 27513, phone 919-234-1719.

NYLIFE Securities LLC is a New York Life Company.

Erick Barone is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, and is licensed to offer advisory services in the state of NC. As such, these services are strictly intended for individuals residing in the specific state referenced. Eagle Strategies is a New York Life Company.