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                                    Disclosure

                                    Harold Shepard 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 MN, and TX. No insurance business may be conducted outside the states referenced.

                                    Harold Shepard 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, 2116 Morgan Dr, Flower Mound, TX, 75028, 972-661-2000. In this regard, this communication is strictly intended for individuals residing in the states of FL, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                                    Harold Shepard 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 FL, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

                                    SHEPARD FINANCIAL SERVICES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                    Neither SHEPARD FINANCIAL SERVICES, LLC nor its associates are in the business of offering 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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                                    SHEPARD FINANCIAL SERVICES, LLC Logo
                                    • About Us
                                      • About Us
                                        • Your Role
                                          • Business Solutions
                                            • My Background
                                              • About Eagle Strategies
                                              • Products & Services
                                                • Products
                                                  • Our Services
                                                    • For Professional Advisors
                                                      • Advanced Planning Resources
                                                      • Resources
                                                        • Articles
                                                          • Business Solutions
                                                            • Calculators
                                                              • Life Stages
                                                                • Videos
                                                                • Account Access
                                                                  • NYL Online Account
                                                                    • NYLIFE Securities
                                                                      • MainStay Mutual Funds
                                                                      • Contact Us

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