Effective financial strategies often require a team of experts working together to serve your
best interests. In such situations, we act as the quarterback who makes sure everyone is working
together to achieve the best possible results. If you have existing team members you trust, such
as your CPA or attorney, we are happy to work with them, and we can also bring in our
subject-matter experts as needed. Some of our strategic alliances are detailed below.
New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide
life insurance, fixed annuities, long-term care and disability insurance. A mutual
insurance company, New York Life is a Fortune 500 company and one of the largest mutual
life insurance companies in the United States.
NYLIFE Securities, LLC offers Registered Representatives the resources of a full-service
broker/dealer together with competitive investment products and services and a discounted
cost structure for clients. As a registered broker/dealer, licensed insurance agency, and
wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities, LLC can
help us address the needs of almost every level of investor - from the novice to the
sophisticated.
The Advanced Planning Group of New York Life Insurance Company collectively leverages
years of practical experience and background in law, accounting, and financial services,
in order to provide New York Life agents with unparalleled assistance in estate, trust,
business, and life insurance strategies. Because the Advanced Planning Group supports
agents who have a nationwide clientele, the group has insight consulting on estate and
business plans at all levels of wealth across all 50 states. The Advanced Planning Group
is called to action to advise on hundreds of business and estate plans each year; and that
means Simon Bloomfield can bring experience, value, and insight to your situation. The
Advanced Planning Group does not provide legal, tax, or accounting advice. Consult with
your own advisors for legal, tax and accounting advice.
Eagle Strategies LLC is a Registered Investment Adviser and a wholly-owned subsidiary of
New York Life. With over 90 investment professionals who can act as an extension of our
team we provide comprehensive investment advisory and financial planning capabilities.
Through Ash Brokerage we have access to over 80 providers of Life, Disability, Long Term
Care Insurance, which means that we can deliver protection solutions not only from New
York Life Insurance Company, but also from 80 other companies, so we can find the best
solution for your particular needs.
