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Certain materials may be owned or administered by third parties and are used with permission.  New York Life Insurance Company owns the NEW YORK LIFE, NEW YORK LIFE Blue Box logo, and certain other trademarks displayed on this site; other trademarks remain the property of their respective owners.

New York Life Insurance Company or its affiliates (collectively, “NYL”) own or license all NYL content and materials available on this site. You may save designated materials on your own computer or print them for your personal use. Any other use of these materials is prohibited.

All content, material, and links on this site is provided AS IS for your convenience and for general informational purposes. Your purchase of any insurance or financial product remains governed by the terms of the insurance policy, annuity contract, or other offering documents provided in connection with the purchase. No contrary terms or information available on or through this site modify those documents.

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LEGACY FINANCIAL GROUP, LTD Logo
  • Account Access
    • eMoney
    • NYL Online Account
    • Eagle Strategies
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Solutions
    • Advanced Planning Resources
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    • About Eagle Strategies
  • About Us
    • Eagle Strategies LLC
  • Resources
    • Business Solutions
    • Calculators
    • Videos
    • Life Stages
Disclosure

Scott Tally, Brian Fabrizio, and Derek Duncan are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Brian Fabrizio (CA Insurance License #4356518).
Derek Duncan (CA Insurance License #0L25141).

As a New York Life Agent, Brian Fabrizio is licensed and authorized to offer insurance in California, but LEGACY FINANCIAL GROUP, LTD may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Derek Duncan is licensed and authorized to offer insurance in California, but LEGACY FINANCIAL GROUP, LTD may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer 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:
Scott Tally, 414 Church St Ste 113, Sandpoint, ID 83864, 970-988-9204.
Brian Fabrizio, 3003 E Harmony Rd Ste 110, Fort Collins, CO 80528, 970-371-1915.
Derek Duncan, 3003 E Harmony Rd Ste 110, Fort Collins, CO 80528, 408-655-6582.

Scott Tally is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial adviser and Eagle Strategies LLC are properly registered.

LEGACY FINANCIAL GROUP, LTD is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither LEGACY FINANCIAL GROUP, LTD 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.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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