TaxWise Strategies

Chantal Joseph 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 CA, CT, FL, MA, NC, NJ, NY, PA and TX. No insurance business may be conducted outside the states referenced.

Chantal Joseph is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of NY. No offers may be made or accepted from any resident outside the specific state referenced.

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.

Chantal Joseph is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

NewRoc Financial, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates