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Connecting Employers With Military Veterans!

Developing the blueprints for your stable financial future!

We offer a variety of products and services that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. In addition to offering investment advisory services through Eagle Strategies LLC, (A Registered Investment Adviser,) we are also licensed with New York Life Insurance Company and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.