TaxWise Strategies

Lakshmi Moparthi 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 NJ and NC. No insurance business may be conducted outside the states referenced. 

Lakshmi Moparthi is a Regsitered Representative offering securities through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency & New York Life Company. 

Neither LM Wealth Group, its staff, nor New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

LM Wealth Group is not owned or operated by New York Life Ins. Co. or any affiliates.