About Us

Frank Jimenez (CA Insurance Lic. #0H05426), Ally Jackson (CA Insurance Lic.#0I47871), Dan Pagliaroli (CA Insurance Lic. #4007331), Suzi Tyler (CA Insurance Lic. #0M91347), and Gloria D. Martinez-Rodriguez (CA Insurance Lic. #0M36836 ) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA. No insurance business may be conducted outside of these states referenced.

Frank Jimenez, Ally Jackson, and Dan Pagliaroli are Registered Representatives for 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 CA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.

Neither Arbor Wealth Strategies and Insurance Solutions and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Arbor Wealth Strategies and Insurance Solutions is not owned or operated by New York Life or is affiliates.

Frank Jimenez is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of FL, ND, NM, NV, OH, TX, VA, WA, WI. As such, these services are strictly intended for individuals residing in the states referenced.