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PJ Haggerty

Financial Services Professional

PJ Haggerty

Financial Services Professional

Disclosure

Patrick Haggerty Jr is an agent of and 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 CA (CA Insurance License #4020129), CO, GA, IA, ID, MD, NJ, NV, NY, TN, TX, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Patrick Haggerty Jr is licensed and authorized to offer insurance in California, but HARBORPOINT FINANCIAL & INSURANCE SERVICES may not be. For additional information on California licensure status, please click here.

Patrick Haggerty Jr is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2999 Douglas Blvd Ste 350, Roseville, CA, 95661, 916-847-4962. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, MD, MN, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Patrick Haggerty Jr 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 advisory services in the states of AZ, CA, CO, FL, GA, HI, ID, IL, IN, KS, KY, MD, MN, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

HARBORPOINT FINANCIAL & INSURANCE SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf