Luckily, you don't have to do it alone. As a New York Life Insurance Agent, and a Registered Representative of NYLIFE Securities LLC. I am dedicated to help you identify your financial needs. It is my goal to help guide you through the often overwhelming process of creating an insurance and financial blueprint. I will work with you to:
1. Review your individual situation and personal objectives.
2. Analyze and review your needs.
3. Develop and implement a strategy to help you achieve your goals.
4. Monitor progress; provide ongoing service as your needs and situation change over time. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser 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. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. I am not licensed in all jurisdictions. My CA insurance license # 0H15990. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
2155 E Garvey Ave N
Suite B5
West Covina, CA 91791
909-306-7260
Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.
