New York Life

We are very proud to be affiliated with New York Life Insurance Company. With over 175 years of experience, New York Life is an invaluable resource and industry leader in life insurance, annuities, long term care insurance, and mutual funds. NYLIFE Securities LLC is a full-service broker/dealer capable of meeting the investment style of nearly every investor from the novice to the sophisticated.

Eagle Resources

Eagle Strategies is a registered investment adviser and a wholly owned subsidiary of New York Life Insurance Company. As your Eagles Strategies Financial Advisor, we also deliver the advantages of a New York Life Agent and a NYLIFE Securities Registered Representative. Working together, we take a complete, comprehensive approach to meeting your financial objectives with a focus on protection planning, retirement planning, investment planning and estate planning. As an Eagle Strategies client, you will have access to some great resources:

  • Online client portal, providing access to your account
  • Statements, real-time market value of securities, performance
  • reporting, trade confirmations, and tax documents
  • Electronic delivery of account documentation
  • A dedicated support line of 90 experienced professionals who act as an additional layer of support to your Financial Advisor by assisting with questions related to your account

Advanced Planning Group

The New York Life Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, to provide to New York Life agents unparalleled assistance in estate, business, and life insurance planning. 

Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means we can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.