PIVOT Wealth & Insurance Strategies, LLC
Consumer ServicesTexas, United States2-10 Employees
Life is a series of pivots; both big and small. PIVOT Wealth & Insurance Strategies, LLC helps you make the pivotal changes in your financial, protection & investment strategies to safeguard you, your family, your business & help you plan for, enjoy & preserve a secure retirement. Rebecca Gorrell, with PIVOT Wealth & Insurance Strategies, provides quality financial strategies, insurance, financial services, & employee benefits to businesses & individuals. The company offers a variety of products that can help you meet a number of insurance & financial needs, including, but not limited to life insurance, retirement savings, managing costs for extended periods of care & lifetime income strategies. Rebecca Gorrell is licensed to sell insurance through New York Life Insurance Company & may be licensed with various other independent unaffiliated insurance companies. Rebecca Gorrell is also a Registered Representative of & offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, & a New York Life Company. Rebecca Gorrell is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, & A New York Life Company. Centralized Contact/Mailing: 8000 IH 10 W #800 San Antonio TX 78238 Toll Free: 877-44-PIVOT Rebecca Gorrell is not licensed in all jurisdictions. AR License #9082126, CA License # 0I36854 Neither PIVOT 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. PIVOT Wealth & Insurance Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.