skip to main content
Main Menu
Trifecta Financial Group logo
  • About Us
    • Our Philosophy & Background
    • Schedule With Us
  • Services & Solutions
    • Our Services
    • Products
    • Advanced Planning Resources
    • Business Solutions
    • For Professional Advisors
    • Consider a Business Financial Check-Up
  • Financial Education
    • Life Stages
    • Calculators
    • Tax Resources
    • Videos
  • Account Access
    • Client 360 Login
    • NYLIFE Securities Brokerage
    • NYLIM Accounts
  • Contact Us
Disclosure

Daniel Fisher 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 KY, NC, OH, PA, SC, and WV. No insurance business may be conducted outside the states referenced.

Daniel Fisher is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 244 Kenna Dr, South Charleston, WV, 25309, 843-867-2200. In this regard, this communication is strictly intended for individuals residing in the states of NC, NY, SC, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

TRIFECTA FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TRIFECTA FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Trifecta Financial Group logo - transparent

Connect on Social

  • About Us
    • Our Philosophy & Background
    • Schedule With Us
  • Services & Solutions
    • Our Services
    • Products
    • Advanced Planning Resources
    • Business Solutions
    • For Professional Advisors
    • Consider a Business Financial Check-Up
  • Financial Education
    • Life Stages
    • Calculators
    • Tax Resources
    • Videos
  • Account Access
    • Client 360 Login
    • NYLIFE Securities Brokerage
    • NYLIM Accounts
  • Contact Us

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices