Our Resources

At Tarella Financial Group, we have access to some of the strongest professional resources in the nation to provide you with the most robust financial and insurance products and services available.

The Nautilus Group®

The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives.

As a Member Agent of The Nautilus Group® David has exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

* The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.
Learn More About The Nautilus Group®

Eagle Strategies, LLC

Eagle Strategies provides David with professional oversight of fee-based financial planning and investment advisory practices. Eagle Strategies, LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

Learn More About Eagle Strategies, LLC

NYLEX Benefits

Our firm works with NYLEX Benefits to help businesses increase value to owners while rewarding productive and loyal management teams. Our access to NYLEX Benefits allows us to work with a team of highly skilled professionals in the legal, tax and actuarial fields to support our planning for our business clients. NYLEX Benefits, a subsidiary of New York Life and its executive benefits consulting arm, is nationally recognized for their work providing and supporting supplemental executive benefits to a wide range of clients to attract top-notch executives; incentive plans that encourage executives to stay with their businesses; and supplemental benefits that motivate long term company performance.

New York Life

David R. Tarella and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly-owned subsidiaries provide life insurance, annuities, long-term care insurance, and mutual funds. A mutual insurance company, New York Life is the largest mutual individual life insurance company in the United States* and holds the highest possible financial strength ratings currently awarded to any life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investor Service (Aaa), Standard & Poor’s (AA+). (Source: Individual Third Party Rating Report as of 2/4/14)

Our firm works with New York Life Retirement Plan Services to help us offer our clients compelling executive benefit plans, driving value for executives, organizations, and shareholders. Our access to New York Life Retirement Plan Services allows us to work with a team of professionals who bring over 40 years of retirement planning, actuarial, and plan design experience to help our clients win the executive talent war – while controlling the bottom line.

Based on revenue as reported by "Fortune 500, Ranked within Industries: Insurance: Life, Health (Mutual)." Fortune Magazine, 2014.See the ranking here.

Ash Brokerage

Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.