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.
View Top Employees from Eagle Strategies, LLCWebsite | http://www.eaglestrategies.com |
Revenue | $6.6 billion |
Employees | 522 (522 on RocketReach) |
Founded | 1994 |
Phone | (888) 695-3245 |
Fax | (781) 894-0488 |
Technologies |
Slack,
Microsoft Office,
Microsoft Azure
+7 more
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Industry | Financial Services, Insurance, Investment Banking, Financial Planning, Finance, Retirement Planning, Investment Management, Education Savings, Investment & Wealth Retention Strategies, Investment Advisory Services |
Web Rank | 4 Million |
Keywords | Financial Planning, Brokerage, Tailored Financial Strategies, Sec Registered Investment Advisor |
Competitors | Bajaj Capital Ltd, Cambridge Investment Research, Inc., Edelman Financial Engines, Independent Financial, Penn Mutual |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 5241 Companies, NAICS Code 5242 Companies |
Looking for a particular Eagle Strategies, LLC employee's phone or email?
The Eagle Strategies, LLC annual revenue was $6.6 billion in 2024.
Antonette Roig is the Corporate Vice President of Eagle Strategies, LLC.
522 people are employed at Eagle Strategies, LLC.
Eagle Strategies, LLC is based in New York, New York.
The NAICS codes for Eagle Strategies, LLC are [52, 524, 5241, 5242].
The SIC codes for Eagle Strategies, LLC are [628, 62].