Our Typical Clients

Christene Dino, Heather B. Bates, Kirk Quashnik, and Steven Josh Uly are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA (CA Insurance License #0I00890 (Kirk), #0K51694 (Heather), #0J25132 (Steven), #0K51694 (Christene)), TX. No insurance business may be conducted outside of these states referenced.

Christene Dino, Heather B. Bates, Kirk Quashnik, and Steven Josh Uly are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency and a New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of CA and TX. No offers may be made or accepted from any resident outside the specific states referenced.

*Neither Island Wealth Strategies & Insurance Solutions LLC nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Christene Dino, Heather B. Bates, Kirk Quashnik, and Steven Josh Uly are Financial Advisors collectively offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser and a New York Life company, in the states of CA and TX. As such, these services are strictly intended for individuals residing in the states referenced.