Eagle Strategies is a Registered Investment Adviser and a wholly-owned subsidiary of New York Life Insurance Company. We are dedicated to providing you with investment advisory solutions to help you plan to achieve your future goals.
A relationship built on trust
Our business is personal. Your relationship with us is built over the span of decades and, sometimes, generations. A commitment like that requires a tremendous amount of trust.
Financial decisions are arguably among the most important decisions you will ever make. That is why you will often find yourself doing most of the talking when you meet with us. We must first understand your goals and concerns in order to help find the best possible solutions for your specific needs. This guidance is one of the most important and valuable services we offer, and it is how we earn and maintain your trust year in and year out.
APG’s experienced professionals have advanced degrees, industry designations, and specialized training in business protection and succession, non-qualified executive benefit strategies, tax diversification and reduction strategies, wealth transfer and distribution, transnational planning for non-U.S. citizens, estate tax mitigation, charitable planning and more. Working with these professionals, we can present you with a wide variety of highly effective solutions designed to meet your complex business and estate planning needs.