The Power of Partnership

Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser dedicated to providing you with quality, risk-disciplined investment programs and resources.

Eagle Strategies has over 70 experienced and specialized professionals dedicated to supporting your Financial Advisor and helping meet your financial goals.

We believe strongly in expertise and specialization. Therefore, when you enter into a relationship with our Financial Advisors, you can rest assured that they are supported by accomplished and accredited teams including memebers who hold Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner (CFP), and Chartered Financial Consultant (ChFC) designations, positioning them to provide well-considered financial guidance and solutions that meet your ever-changing and evolving needs.

Financial Planning*

Our team of Financial Planners can help build a plan that offers a thorough analysis of your curent financial health and a customized plan designed to help meet your specific goals.

 

Portfolio Specialists and Internal Consultants

Our Portfolio Specialists and Internal Consultants can analyze your financial statements, offer guidance in positioning asset managers in your portfolio, and provide tax transition strategy recommendations.**

 

Advanced Case Support

If you have a complex portfolio that requires a higher level of service, our team can assist with portfolio analysis and guidance as well as the incorporation of more complex financial needs such as business succession planning and estate planning.

 

Retirement Plans

If you are a small business owner in need of retirement plan guidance, our team can help with the selection and retention of an investment manager.

 

Service and Operations

Providing you with a superior experience is our number one priority. Therefore, our Service and Operations team offers a dedicated support line to assist you with any account needs you may have including checking account balances, personal changes to your account, and distributions.

 

*Certain eligibility requirements must be met

**Neither Eagle Strategies no any of its Financial Advisors provides tax or legal advice.

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