As your Eagle Strategies LLC Financial Advisor, I will work with you to identify your goals, understand your needs, and assist you in building a plan that will help you achieve your financial dreams and desires. We start this process together through a factfinding interview where we will discuss your thoughts and feelings about your goals and begin to collect the hard data about your current financial situation.
The Eagle advantage: Eagle Strategies is a registered investment adviser (RIA) and wholly owned subsidiary of New York Life Insurance Company. Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized wealth management and insurance solutions to help you meet your unique financial goals. As an Eagle Strategies client, you'll have access to the solutions and expertise of:
EAGLE STRATEGIES: Our 90+ experienced financial specialists are dedicated to supporting you and your Eagle Strategies financial advisor through every aspect of the financial planning process.
NEW YORK LIFE: A Fortune 100 company with a history spanning over 175 years, New York Life is an industry leader in life insurance, investment annuity products, and long-term care insurance.
NYLIFE SECURITIES LLC: NYLIFE Securities is a full service broker/dealer capable of meeting the investment style of nearly every investor—from the novice to the sophisticated.
All of this allows me to help you ensure a sound financial future for you, your family, and your business by providing customized recommendations based on your individual situation and goals. I am committed to working with you to identify your goals, understand your needs, and offer insurance and financial products that can help you achieve peace of mind.
Let's get started.
If you're ready to take the next step, I'm ready to help. Contact me to schedule an appointment.