Home
Message from Kelly
Who We Serve
About Us
What We Offer
Client Login
Resources
- Articles
- Calculators
- Newsletters
- Glossary
- Videos
- Tax Library
- Client Login

TaxWise Strategies

There are currently no articles available for display.

Kelly Grant is a financial services professsional with NYLIFE Securities, LLC and 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 state of California (CA Insurance License #0K49602). No insurance business may be conducted outside this state referenced.

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Copyright 2022. All Rights Reserved.
Privacy Policy
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Check the background of this investment professional