Eagle Strategies LLC, is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services. We leverage Eagle's sophisticated wealth management platform, comprised of many of today's leading investment managers, to design customized investment solutions to help address our clients' unique investment objectives and risk tolerance levels. Our firm's breadth and investment knowledge, coupled with Eagle's diverse team of investment experts, allows us to provide the continuous financial guidance needed to help our clients achieve long-term financial success.
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Investment Advisory
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Financial Planning
INVESTMENT ADVISORY SERVICES OFFERINGS
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Fund Advisory Program
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Separately Managed Accounts
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Rep Directed Program
All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of principal.
