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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
    • Investment Advisory Services
    • 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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