Eagle Strategies, LLC (New York Life Company) Email Format
Investment ManagementUnited States51-200 Employees
Eagle Strategies, LLC, a New York Life Company, operates in the investment management sector in the United States. It develops customized financial solutions designed to remain flexible as markets, tax laws, and personal circumstances change. Its services cover investments, asset allocation, and protection of earnings, alongside other insurance needs, delivered via the Lifetime Wealth Portfolios wealth management platform and a holistic financial planning program. The company engages with associated advisers to help clients take control of their financial lives and pursue durable strength, stability, and growth. In May 2024, Eagle Strategies was named to a list recognizing top defined-contribution advisor multi-office firms for 2024, reflecting its standing within the defined-contribution advisory space.