TaxWise Strategies

James Thomas is an agent licensed to sell insurance through New York Life Insurance Company and is appointed with various other independent unaffiliated insurance companies in the states of AL, AR, (AR Insurance License 1341942), FL, GA, IL, IN, KY, MD, MI, NC, OH, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

James Thomas is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 400 Town Center, Suite 1300, Southfield, MI 48075, 248-703-5406. In this regard, this communication is strictly intended for individuals residing in the states of GA, MI, NC, and TN. No offers may be made or accepted from any resident outside the specific states referenced.

James Thomas is separately licensed as an investment advisor representative with Eagle Strategies LLC, A Registered Investment Advisor, offering financial planning and investment advisory services in the states of GA, MI, NC, and TN. As such, these services are strictly intended for individuals residing in these states referenced.

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