Jacob Phillips's Contact Details

Jacob Phillips's Company Details

Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser. Eagle Strategies offers our Financial Advisors a robust platform of financial solutions including financial planning, investment advisory programs, charitable investing, and brokerage services. Through our parent company New York Life, Advisors can also offer risk protection products including life insurance, long-term care insurance, and annuities. This wide range of high-quality financial products allows them to construct a tailored strategy designed to meet your specific financial goals. We believe that the best financial solutions are built when our Advisors have a thorough understanding of your current financial health as well as your short- and long-term goals. By working in partnership with you, they can identify the appropriate solutions for your individual situation and put you on a path toward achieving your financial objectives. Of course no plan can remain stagnant, as situations will arise that will require adjustments to a financial strategy. When this occurs, your Advisor will be well- positioned to help navigate those changes. To get started on implementing your financial strategy, click below to find an Advisor in your area: http://www.eaglestrategies.com/contact-us/ Eagle Strategies LLC (Eagle) is an investment adviser registered with the Securities and Exchange Commission and is notice filed with appropriate state securities authorities. Registration with the SEC does not imply a certain level of skill or training. Eagle is an indirect wholly owned subsidiary of New York Life Insurance Company. Eagle is not a broker-dealer or an insurance company and does not offer insurance products or brokerage services. * Any insurance recommendation or advice is given solely in an Eagle Investment Adviser Representative's role as an agent of New York Life Insurance Company or New York Life Insurance and Annuity Corporation.