Scott Cohen, LUTCF, RICP, Financial Adviser with Eagle Strategies LLC

Scott Cohen, LUTCF, RICP, Financial Adviser with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered I I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Advisor offering investment advisory services thro

ugh Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 201 Jones Road, 5th Floor, Waltham, MA 02451 (781) 647-4100. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. My California Insurance license number is 0I31645. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last...
07/08/2025

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last through retirement. Let's change that statistic together. Reach out to learn how my tailored retirement strategies can help you feel more secure about your financial future.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial...
07/01/2025

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

What kind of legacy do you want to leave?
06/24/2025

What kind of legacy do you want to leave?

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
06/17/2025

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the...
01/01/2025

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
12/24/2024

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyfu...
11/28/2024

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and de...
11/11/2024

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

Happy Labor Day! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.
09/02/2024

Happy Labor Day! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced througho...
06/19/2024

Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced throughout history.

Courage can be summoned in many ways. Where do you find courage in your life?
03/18/2024

Courage can be summoned in many ways. Where do you find courage in your life?

What kind of legacy do you want to leave to your loved ones?
03/15/2024

What kind of legacy do you want to leave to your loved ones?

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154 E Central Street, Suite 200
Natick, MA
01760

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My Services

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

In addition to a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 201 Jones Road, 5th Floor, Waltham, MA 02451 (781) 647-4100.

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

I am not licensed in all jurisdictions. My California Insurance license number is 0I31645.