Questionnaires

Dharmesh Goel is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AR (insurance license #8428861), AZ , CA (insurance license #0E90091), CO, CT, FL, GA , IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV. No insurance business may be conducted outside these states referenced.

Dharmesh Goel is a Registered Representative of and offers securities products & services through NYLIFE Securities (630-795-5100), Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MI, MO, MS, NC, NE, NJ, NV, OH, OR, PA, SC, UT, WA, WI, WV. No offers may be made or accepted from any resident outside the specific states referenced.

Dharmesh Goel, Financial advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor. In this regard, this communication is strictly intended for individuals residing in the states of IL, AZ, CA, GA, IA, IN, MI, MN, MO, NC, ND, NV, OR, WA, WI. Glen Oak Financial, Inc. is not owned or operated by Eagle Strategies, LLC, NYLIFE Securities LLC or any of its affiliates.

Dharmesh Goel is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Glen Oak Financial, Inc. is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Glen Oak Financial, Inc. nor The Nautilus Group®, Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.