Eric Anderson
Financial Adviser providing fee-based financial planning and investment advisory services
- Role
- Licensed Agent at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Eric Anderson
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life InsuranceCompany and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.My California Insurance license number is 41•••••••60 Walt Whitman Road, Melville, NY 11••••••••00
Experience
Licensed Agent
Feb 2016 — Present · Melville, NY, US
Agent licensed to sell insurance through New York Life Insurance Company.
Education
State University of New York at Oswego
Bachelor of Business Administration (B.B.A.)
2011 — 2015
Skills
- Grandchild Gifting
- Lifetime Income Strategies
- Life Insurance Strategies
- 401k Rollovers
- Retirement Planning
- Investments
- Long Term Care Insurance
- Business Planning
- Estate Planning
- Employee Benefits
- Education Funding Strategies
- Mutual Funds
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