TaxWise Strategies

James Aldo 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 state of Masschusetts, Rhode Island, South Carolina, Georgia, & Maine. No insurance business may be conducted outside this state/states-referenced.

James Aldo is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC.  Member FINRA/SIPC, a registered broker-dealer and a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state(s) of Massachusetts. No offers may be made or accepted from any resident outside the specific state/ states referenced.

James Aldo 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 investment advisory and financial planning services in the state(s)s of Massachusettes. As such, these services are strictly intended for individuals residing in Massachusettes.

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