Taking into account your needs, goals and tolerance to risk, our Agents can work with you to help bring clarity to where you’re going and how to get there. Some products and services are highlighted below.

401(k) and IRA Rollovers
Asset Protection
Family Protection
Charitable Planning
Disability and Long Term Care
Estate Planning
Financial Planning*
Investment Management*
Safeguarding Your Home Mortgage
Wealth Management*

*All Financial Planning, Wealth Management, Investment Management, and/or Investment Advisory Services can only be offered through properly licensed and registered Financial Advisors affiliated with Eagle Strategies LLC, A Registered Investment Adviser and Registered Representatives of NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency. Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.