Your Personal Financial Coach

schedule an appointment

seminar registration

client login

Menu

WHO WE ARE


About Our Firm
Meet Our Team
Estate Planning Resource
Investment & Financial Planning Resource
Contact Us

WHAT WE DO


Investment Management
Life plan for your business®
Planning for Individuals
Investment & Retirement Planning
Planning for Business Owners
Planning for Physicians & Dentists
Executive Benefits
Income Tax Strategies
Special Needs Planning
Working with Other Advisors
Financial Solutions

HOW WE DO IT


Our Planning Process
Our Legacy Planning
Strategic Alliances
What Are Your Concerns?
Wealth Management

EDUCATION CENTER


Helpful Links
Video Library
Market Watch

Planning1 for

Individuals
&
Families

Planning1 for

Physicians
&
Dentists

Planning1 for

Entrepreneurs
&
Business Owner

Insurance. Retirement. Investment*. Estate.

 

Karan Murugesu (CA Insurance Lic # 0H30687), and Bhuvana V.Iyer are Agents collectively 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 NJ, NY, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

*Karan Murugesu is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency & New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

1Karan Murugesu is a Financial Adviser for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, NJ, NY and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor its agents/affiliates or Ameriwealth Financial Group, LLC or its agents or employees provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Karan Murugesu can offer AARP products.The Products offered as a part of the AARP Life Insurance and Annuity Program are issued by New York Life and its affiliate. AARP and its affiliates are not insurers does not employ or endorse agents, producers or brokers.

Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

 


Copyright 2023. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Karan Murugesu (CA Insurance Lic # 0H30687), Gerard St-Cyr, and Bhuvana V. Iyer are Agents collectively 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 NJ, CA, CT, DE, FL, IL, MA, MD, NY, PA, TX, VA and WA. No insurance business may be conducted outside this/these state(s) referenced.

Karan Murugesu and Gerard St-Cyr are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency & New York Life Company in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Karan Murugesu and Gerard St-Cyr are Financial Advisors for Eagle Strategies LLC, a Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. In this regard, this communication is strictly intended for individuals residing in the states CA, GA, MD, MA, NJ, NY, TX and VA only. No offers may be made or accepted from any resident outside the specific states referenced.

Neither New York Life Insurance Company nor Ameriwealth Financial Group, LLC provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Ameriwealth Financial Group, LLC is not owned or operated from NYLIFE Securities LLC or its affiliates.

| Privacy Policy | Site Map

Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA / SIPC.

×