TaxWise Strategies

R. Eric Bock 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 FL, CO, GA, IN, NC, OH, TN, WA and WI. No insurance business may be conducted outside the specific states referenced.

*R Eric Bock is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, GA, MI, NY, NC, OH, PA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

**R Eric Bock is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of FL, CO, GA, MD, MI, NC, NY, OH, PA, TN, WA and WI. As such, these services are strictly intended for individuals residing in those states. 

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Bock Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.