Anthony Cipolla (CA Insurance Lic. # 0D61247) 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 Arizona, California, Colorado, Florida, Idaho, Michigan, Minnesota, Montana, Nevada, Oregon, Texas, and Washington.
No insurance business may be conducted outside the specific states referenced. Anthony Cipolla is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency (916) 774-6200.
No insurance business may be conducted outside the specific states referenced. Anthony Cipolla is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency (916) 774-6200.
Services
We look forward to discussing the ways we work with our clients to help you determine how we can best address your needs. Planner Clients are ready to clarify, simplify, and organize their financial life. They see the value in partnering with experienced Advisors to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.
Are you a decision-maker for your company's 401(k)? Owners of closely-held businesses wear many hats: officer, employee, "chief cook and bottle washer." One other hat you may wear is ERISA fiduciary of your company's tax-qualified retirement plans - and that's a hat you don't want to forget about. Without an understanding of the responsibilities that go with this role, fiduciary liability is just a heartbeat away.
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