Client Resources

Robert A. Moro (CA Insurance Lic. #0H95305), Paul A. Sciacca, Christopher J. Pia (CA Insurance Lic. #0H06387),  Jacqueline Strait and Sara Ashmawy  (CA Insurance Lic #: 4069127) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies collectively in the states of CA, CT, DC, DE, GA, MA, MD, NC, NH, NJ, NY, PA, RI, SC, FL and TX. No insurance business may be conducted outside of these states referenced.

Robert A. Moro, Paul Sciacca and Sara Ashmawy are Financial Advisors offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, collectively in the states of NY, CA, FL, NC, NJ, PA and TX. As such, these services are strictly intended for individuals residing in the states referenced. Eagle Strategies LLC is a New York Life company.

Robert A. Moro, Paul A. Sciacca, Christopher J. Pia, Jacqueline Strait and Sara Ashmawy are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing collectively in the states of CA, CO, CT, FL, GA, MD, NH, NJ, NY, NC, NC, PA, RI, SC, TX and MA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life company.

Pinnacle Strategies, Inc. is not owned or operated by Eagle Strategies LLC or its affiliates.

Neither Pinnacle Strategies, Inc. and its employees nor Eagle Strategies LLC or its affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.