Corporate Resources

Expertise and Support

You have dreams for yourself, your family, and perhaps your business.  Securing and protecting those dreams is best achieved when you work with experienced financial professionals who can guide you in planning for today's needs, tomorrow's goals, and the transfer of your wealth to the next generation.

 

About Eagle Strategies, LLC - A relationship built on trust

Eagle Strategies, LLC is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. 

Our business is personal. Your financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us.

Eagle Advantage -  We assist clients with an integrated planning approach to address their often complex financial, insurance, or investment planning needs from accumulating wealth, to college,  retirement, business, or estate planning.

We will provide you an in-depth review, help you to develop a plan, and implement it, utilizing the dedicated resources of:

Eagle Strategies
90 experienced and specialized professionals supporting Eagle's Financial Advisors and your financial planning, insurance and investment needs.

New York Life
a Fortune 100 company with a 175 year history and an industry leader in life insurance, investment, annuity, and long term care insurance.

NYLIFE Securities LLC (Member FINRA/SIPC), is a New York Life company
a full service broker/dealer capable of meeting the investment style of nearly every investor from the novice to the sophisticated.

Crump Life Insurance
a third party, unaffiliated insurance brokerage general agency that faciliates the sale of Fixed and Variable Life Insurance, Fixed Annuities and Disability Income products from outside carriers when a NYL policy is not available for our client's specific needs. CRUMP is not owned or operated by New York Life Insurance Company or its affiliates.   

Eagle's Financial Planning Resources

 
Veronica Pine, CFP, ChFC Financial Planning Specialist
 

Responsible for supporting Eagle advisers with financial planning case development, coaching, and financial planning best practices. Veronica's areas of expertise include estate and charitable planning, executive benefits, insurance, business, and retirement planning. 

 

 
Jaqueline Pollack, CFP Paraplanner
 

Senior Associate and Financial Planning Specialist responsible for supporting us through the financial planning process, including helping leverage eMoney Advisor, assisting in data reviews, case design, and plan creation.

Eagle's Investment Management and Due diligence resources

Supports us with expertise on positioning asset managers and strategies that align with your unique objectives and compliment our existing offerings, ensuring we have a robust mix of investments to choose from. The team monitors all available investment strategies with an ongoing assessment of people, process, performance, and may also review your current portfolio and share ideas about how to improve your client experience.

Recommendations on individual investments to include in the mix are subject to oversight by Eagle's Investment Committee, which leverages expertise both inside and outside of our organization.
 
Timothy Farrell, Portfolio Specialist
 

Corporate Vice President Eagle Strategies, responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios.

Fred Ulbrick, Internal Consultant
 

Senior Associate and Internal Consultant responsible for providing customized wealth management solutions to advisors and affluent clients.

 

Access to New York Life's Advanced Planning Group (APG)*
 

As an Eagle Strategies Financial Adviser, I have access to the Advanced Planning Group- a premier planning team of New York Life Insurance Company with expertise in law, accounting, and insurance- who can assist you with your business and estate planning needs. To learn more about these services, please visit the Advanced Planning Group's website. 

A team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:

  • Business protection and succession
  • Nonqualified executive benefit strategies
  • Wealth transfer and distribution strategies
  • Transnational planning (non-U.S. citizen)
  • Estate tax mitigation
  • Charitable planning

Through our individualized case development process, we listen and understand what's important. With our nationwide Agency network, we've been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.

*Neither New York Life Insurance Company nor its Agents provides tax, legal, or account advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Need a little help in deciding which products and services would be right for you and your family? Please use the contact us button to e-mail us. We can help you analyze your needs and recommend appropriate products.