Your Financial Advisor FRANK JIMENEZ

Address

11027 DOWNEY AVE, DOWNEY, CALIFORNIA 90241

Phone
Office: 562-776-1200
Fax: 562-776-1202
My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life, I specialize in creating custom insurance and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.

Solutions to fit your needs.

Here to help you plan for today and tomorrow.

With so many options and complex information, making financial decisions isn’t easy. That’s why I’m here to help you understand what's right for you.

Together we can create a strategy that's customized to your needs and goals. I believe that we’re in this together for the longhaul, so you can count on me to help manage and update our approach as your life changes.

My Credentials:

10+ years licensed insurance professional

Other languages I speak:

Spanish

Protect your family – now and into the future. 

Tell me a bit about yourself, and I will call you to discuss a personalized strategy. 

This helps us understand your immediate needs.

*Required

Life is a journey. We're here to help you along the way.

FRANK JIMENEZ

CA Insurance License #0H05426

Not licensed to sell in all jurisdictions.

FRANK JIMENEZ is a Financial Advisor for Eagle Strategies LLC, a Registered Investment Advisor. Eagle Strategies LLC is a New York Life Company. 

I am a member of The Nautilus Group, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing agents. The Nautilus Group is staffed by professionals with credentials in law, taxation, accounting, insurance and finance. Utilizing information provided by the members’ clients, they provide strategies for consideration by the client’s own legal, tax and other professional advisors. Clients should consult their own advisors for specific tax, legal and accounting advice.

FRANK JIMENEZ Financial Services Professional for NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. NYLIFE Securities LLC is a New York Life Company. For more information about NYLIFE Securities LLC and its investment professionals, click here.