Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser.
Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through our parent company New York Life, Advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals.
We believe that the best financial solutions are built when our Advisors have a thorough understanding of your current financial health as well as your short- and long-term goals. By working in partnership with you, they can identify the appropriate solutions for your individual situation and put you on a path toward achieving your financial objectives. Of course no plan can remain stagnant, as situations will arise that will require adjustments to a financial strategy. When this occurs, your Advisor will be well- positioned to help navigate those changes.
To get started on implementing your financial strategy, click below to find an Advisor in your area:
http://www.eaglestrategies.com/contact-us/
Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services.
* Any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.
All at the same table. All on your side.
At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management.
We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs.
As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together.
Let us help you worry-free planning for a secure tomorrow with services including:
- Wealth Management
- Trust Management
- Corporate Trusts
- Company Retirement Plans
- Wealth Collaboration
- Institutional Investing
Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com
Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Your best leaders are the ones you can least afford to lose. We help them see how they actually land with the people they lead, and fix what it is costing you.
For nearly thirty years, organizations have called us when leadership, communication, or team performance stopped taking care of itself. Most of our work still arrives by referral from someone we worked with before.
We partner with respected global brands and institutions, from American Express and Bridgestone to MIT and Blue Cross, and with organizations across legal, healthcare, finance, real estate, construction, and higher education.
How we work with you:
• Executive coaching for leaders ready to hear how they are actually perceived
• Cohort leadership development your people finish and keep using
• Team sessions and offsites built around one specific problem
• Keynotes and facilitation
We measure how your leaders are seen by the people around them, not how they rate themselves. Then we leave your teams with a way to keep that conversation going.
Want to talk about a specific team? Message us here or visit victoryconsulting.com.
Founded by executive facilitator and speaker Joe Takash, whose insights have been featured by ABC News, Fox Business, and BusinessWeek.