Our Team

Blake Barbosa and Stefano Lanci are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of MA. No insurance business may be conducted outside of these states referenced.

¹Blake Barbosa and Stefano Lanci are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, in the states of MA. No offers may be made to or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.

²Blake Barbosa and Stefano Lanci are also registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, and are licensed to offer investment advisory services in the states of MA. As such, these services are strictly intended for individuals residing in the specific states referenced. Eagle Strategies LLC is a New York Life Company.

Neither Guided Wealth, LLC and its associates nor New York Life Ins. Co. or its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professionals before making a decision.

Guided Wealth, LLC is not owned or operated by New York Life Insurance Compay or any affiliates.