From comprehensive financial strategies to sophisticated estate planning, we offer the specialized services and financial expertise you need.
Protect what you've built and plan for the future.
From succession planning to employee incentive programs, we have the expertise to help you grow and protect what you've worked so hard to achieve.
Make sure you get everything you want.
Everyone needs the basics of estate planning*—a will, living will, and power of attorney. If you have a special needs child, want to give a lifetime gift, or need an income tax strategy, our experts have the skills to help you create a plan.
Find an investment strategy that works for you.
At New York Life, our Financial Advisors can help you plan for your needs by offering investment programs through our wealth management subsidiary, Eagle Strategies LLC.
It's always useful to learn a little more. Take a look at these helpful links.
*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.