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Bradley Wessel 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 WI, and MI. No insurance business may be conducted outside these states referenced.
Bradley Wessel is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed Insurance Agency and a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states of WI, AZ, MI. No offers may be made or accepted from any resident outside the specific states referenced.
Bradley Wessel is separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company, offering advisory services in the states of WI, AZ, FL, MI and WA. As such, these services are strictly intended for individuals residing in these states.
Neither Voyage Wealth Strategies nor Eagle Strategies LLC, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Voyage Planning Group is neither owned nor operated by NYLIFE Securities LLC, or its affiliates.
For additional information, visit Customer Relationship Summary.pdf