Tailored Wealth Solutions

Collaborating with CPA's and Attorneys to deliver an elite planning experience and solutions for our best clients. Michael has created interesting and unique strategies for: 🔵Business Owners/Individuals and Families- Michael works with each client with respect to their individual situations and counsels them to minimize the overwhelming feelings of the process and enhance their financial outcome through organization and simplification of their investments. 🔵Accountants/Attorneys- Michael supports accountants through a team-based process and complements their practices by delivering solutions in a proprietary method for the CPA to proactively engage their clients. 🔵Real Estate Professionals- Developers, investors and lenders can take advantage of Michael’s own experiences in the real estate environment to take full advantage of their investments Michael Testa (CA Insurance License #4110369) and Daniel Pearsall (CA Insurance License #4098016) are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Michael Testa and Daniel Pearsall are Registered Representatives offering securities through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. Michael Testa and Daniel Pearsall are also separately registered as an investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services 110 Henry St, Saratoga Springs, NY 12866, 518.583.4800 Neither Tailored Wealth Solutions nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Tailored Wealth Solutions is not owned or operated by New York Life Insurance Company or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.