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Eagle Strategies LLC (“Eagle”) is a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life Insurance Company, and is a provider of holistic investment advisory services. Our financial advisors leverage Eagle’s sophisticated wealth management platform, comprised of many of today’s leading investment managers, to design customized investment solutions to help address our clients’ unique investment objectives and risk tolerance levels. The breadth and investment knowledge of our financial advisors, coupled with Eagle’s diverse team of investment experts, allows them to provide the continuous financial guidance needed to help clients achieve long-term financial success.

Investment Advisory
Managing your wealth requires a clear understanding of your overall investment objectives. Eagle's comprehensive investment advisory capabilities utilize a disciplined investment approach that looks beyond traditional asset allocation, while addressing important factors such as risk tolerance levels and investment time horizons, to provide a clearer picture of our clients’ overall wealth.

Investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risks, including the potential loss of principal.

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Disclosure

Scott Tally is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, GA, HI, ID, NC, OK, UT, WI, and WV. No insurance business may be conducted outside the states referenced.

Scott Tally is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 414 Church St Ste 113, Sandpoint, ID, 83864, 970-988-9204. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, GA, HI, ID, KS, KY, MO, NC, OK, UT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Scott Tally is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CO, FL, GA, HI, ID, KS, KY, MO, NC, OK, UT, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Brian Fabrizio is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4356518), CO, FL, GA, MA, MI, MN, NC, NY, SC, TX, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Brian Fabrizio is licensed and authorized to offer insurance in California, but LEGACY FINANCIAL GROUP, LTD may not be. For additional information on California licensure status, please click here.

Brian Fabrizio is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3003 E Harmony Rd Ste 110, Fort Collins, CO, 80528, 970-371-1915. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, NC, NY, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Derek Duncan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0L25141), CO, FL, ID, KS, MI, MT, OH, OR, TX, UT, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Derek Duncan is licensed and authorized to offer insurance in California, but LEGACY FINANCIAL GROUP, LTD may not be. For additional information on California licensure status, please click here.

Derek Duncan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3003 E Harmony Rd Ste 110, Fort Collins, CO, 80528, 408-655-6582. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, MI, MT, OR, UT, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

LEGACY FINANCIAL GROUP, LTD is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither LEGACY FINANCIAL GROUP, LTD nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
LEGACY FINANCIAL GROUP, LTD Logo
  • Account Access
    • eMoney
    • NYL Online Account
    • Eagle Strategies
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Solutions
    • Advanced Planning Resources
    • Investment Advisory Services
    • About Eagle Strategies
  • About Us
    • Eagle Strategies LLC
  • Resources
    • Business Solutions
    • Calculators
    • Videos
    • Life Stages

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