Our Process

Donald E. Lippencott (CA Insurance License # 0F17333) and George Diffendale are agents collectively licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA, CO, CT, FL, MA, MD, NC, NJ, NY, OR, PA, TN, TX, VA, VT, and WA. No insurance business may be conducted outside these states referenced.

Donald E. Lippencott is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. 4 Technology Drive, Ste 260, East Setauket, NY 11733. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, KY, MA, MD, NC, NJ, NY, OR, PA, TN, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

George Diffendale is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. 4 Technology Drive, Ste 260, East Setauket, NY 11733. In this regard, this communication is strictly intended for individuals residing in the states of NY, and NJ. No offers may be made or accepted from any resident outside the specific states referenced.

Lippencott Financial Group is not owned or operated by NYLIFE Securities LLC, or its affiliates.

Donald E. Lippencott and is also registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser in the states of CA, CO, CT, FL, KY, MA, NC, NJ, NY, OR, PA, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states where the representative is licensed as an investment adviser representative as indicated above.