NEW YORK LIFE

As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #0F71305

Oakmont Group, based in Houston, TX, is a dedicated planning firm that specializes in helping high-net-worth families and businesses maximize the enjoyment and impact of their wealth. By aligning their services with clients' unique needs and value systems, they offer customized life insurance and estate planning strategies aimed at achieving better outcomes for generations to come. With a commitment to understanding each client's preferred future, Oakmont Group addresses four key challenges: lack of understanding, integration, personalization, and education. Their goal is to create tailored solutions that enhance wealth preservation and growth, ensuring that successful individuals and businesses can navigate their financial paths effectively. Generated from the website

The Western and Southern Life Insurance Company is a trusted provider of life insurance and financial solutions in Houston, TX. With a wide range of products including whole life insurance, universal life insurance, and term life insurance, they offer options to meet the diverse needs of individuals and families. Their commitment to personalized guidance and tailored solutions ensures that customers can plan for their financial future with confidence. In addition to life insurance, Western and Southern Life Insurance also offers annuities, investments, and additional insurance coverage such as accidental death insurance and long-term care insurance. With a focus on customer satisfaction and a comprehensive rewards package for their field careers, they are dedicated to supporting their clients every step of the way.Generated from the website