Eagle Strategies Fee Based Planning Solutions

Financial Planning

Eagle Strategies LLC, a Registered Investment Adviser, offers an objective approach to financial planning. The strategies we recommend will be customized to address your personal circumstances and objectives. You may choose to work with one of our Financial Advisers who has been authorized to offer financial planning services on a more comprehensive basis, or limit the scope and focus of your plan to address just a few planning concepts.

Investment Advisory Services

Eagle Strategies offers a number of fee-based asset management programs, helping to ensure that our interests are aligned with yours: protection and growing your investments.

Through our asset management partnerships with third party money managers, clients of Eagle Strategies have access to separately managed and fund advisory accounts.

Our programs provide quarterly performance reports and consolidated statements, ongoing monitoring and a comprehensive, annual fee based upon a percentage of assets under management. Other miscellaneous charges may apply.

Disclosure

Thomas Drynan 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 #0C00388), CO, ID, MT, NC, NV, OR, WA, WI, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Thomas Drynan is licensed and authorized to offer insurance in California, but DRYNAN STRATEGIC FINANCIAL SOLUTIONS may not be. For additional information on California licensure status, please click here.

Thomas Drynan 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, 7307 N Division St Ste 315, Spokane, WA, 99208, 509-466-8855. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, HI, ID, MT, NC, NV, NY, OR, TN, TX, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Drynan 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 AL, AZ, CA, CO, FL, HI, ID, MT, NC, NV, NY, OR, TN, TX, WA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

DRYNAN STRATEGIC FINANCIAL SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither DRYNAN STRATEGIC FINANCIAL SOLUTIONS 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.​

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