About Us

Elisa Chan and Julianne Hertel 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 MA, RI, NY, NH and CT. No insurance business may be conducted outside these states referenced.

Elisa Chan and Julianne Hertel are collectively Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of MA, RI, NH, NY and CT. No offers may be made or accepted from any resident outside the specific states referenced.

Elisa Chan and Julianne Hertel are collectively also separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the state of MA, CT, NH and NY. As such, these services are strictly intended for individuals residing in the specific state referenced.

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

Dream Big Financial Group is not owned or operated by Eagle Strategies LLC or its affiliates.

¹Neither Eagle Strategies, its advisors or affiliates, nor Dream Big Financial LLC or any of its staff provide tax, legal or accounting advice. Please consult your own professionals for tax, legal, and accounting advice.