skip to main content
Main Menu
Eagle Logo (Blue)
  • About Us
    • About Eagle Strategies
    • My Background
    • Investment Advisory Services
    • Value Proposition
    • Our Approach and Process
    • Small Business SOlutions
    • Strategic Alliances
    • Working with Other Advisors
    • Advanced Planning Group
    • Designation Check
  • Financial Solutions
    • Services
    • Products
    • Advanced Planning Resources
  • Resources
    • Calculators
    • Life Stages
    • Tax Resources
    • Articles
    • Videos
  • Account Access
    • NYL Online Account
    • Eagle Strategies
    • eMoney
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Envestnet Client Portal
  • Contact Us

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.

Related Articles

7 questions to ask a financial professional

7 questions to ask a financial professional

Finding the right financial professional can feel daunting. Whether you find potential financial professionals via a referral or your own research, asking them these questions can help you determine if they’re the right fit for you and your finances.

Read More
3 reasons the human element is still important for financial guidance

3 reasons the human element is still important for financial guidance

From budgeting to banking to investing, there’s an app for just about every part of your personal finances, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL.

Read More
Disclosure

Richard Green 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 #0G71925), CO, FL, ID, MT, NM, NV, OR, TX, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Richard Green is licensed and authorized to offer insurance in California, but Green Financial Strategies Group may not be. For additional information on California licensure status, please click here.

Richard Green 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, 5340 Kietzke Ln Ste 200, Reno, NV, 89511, 775-322-2192. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, MT, NM, NV, OR, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Richard Green 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 AZ, CA, FL, MT, NM, NV, OR, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

Green Financial Strategies Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Green Financial Strategies Group 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
Eagle Logo (White)

Connect on Social

  • About Us
    • About Eagle Strategies
    • My Background
    • Investment Advisory Services
    • Value Proposition
    • Our Approach and Process
    • Small Business SOlutions
    • Strategic Alliances
    • Working with Other Advisors
    • Advanced Planning Group
    • Designation Check
  • Financial Solutions
    • Services
    • Products
    • Advanced Planning Resources
  • Resources
    • Calculators
    • Life Stages
    • Tax Resources
    • Articles
    • Videos
  • Account Access
    • NYL Online Account
    • Eagle Strategies
    • eMoney
    • NYLIFE Securities
    • MainStay Mutual Funds
    • Envestnet Client Portal
  • Contact Us

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices