Tom Peterson, MSFS, CFP, CLU, ChFC

At Eagle Strategies, we understand that achieving financial success is not just about accumulating wealth, but also about creating a sense of security and stability. As a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company, we are dedicated to providing you with personalized investment advisory solutions to help you achieve your long-term goals.

A Relationship Built on Trust

Our business is built on the foundation of trust. We believe that a lasting relationship with our clients is built through open communication, transparency, and integrity. We take the time to understand your goals, concerns, and values to provide tailored solutions that cater to your unique needs.

Investment Advisory Services

Our team of experienced professionals leverages their expertise and knowledge to provide you with comprehensive investment strategies. Our services include:

• Investment Advisory Services: We help you create a customized investment plan that aligns with your financial goals and risk tolerance.
• Fee-Based Financial Planning: We offer fee-based financial planning services to help you achieve your financial objectives.
• Advanced Planning Resources: We provide you with advanced planning resources to help you protect your wealth, reduce tax exposure, and grow your assets.

Financial Solutions Products

At Eagle Strategies, we believe that financial freedom is not just about maximizing returns, but also about minimizing risk. Our wide range of financial solutions products include:

• MainStay Mutual Funds: A comprehensive range of mutual funds designed to help you achieve your investment objectives.
• eMoney: A digital platform designed to help you simplify your financial management and investment processes.
• Envestnet Client Portal: A secure online platform that provides you with real-time access to your investment portfolio.

Financial Insights and Resources

At Eagle Strategies, we are committed to providing you with valuable financial insights and resources to help you make informed investment decisions. Our team of experts is dedicated to staying up-to-date with the latest market trends, regulatory changes, and economic shifts to ensure that our clients are well-equipped to navigate the ever-changing financial landscape.

Connect with Us

At Eagle Strategies, we believe that building personal relationships is key to achieving long-term financial success. Follow us on social media to stay up-to-date with our latest news, insights, and resources.