Maria Bekas
President & Founder of Positive Wealth Strategies LLC, Providing Holistic Financial Guidance to Individuals & Businesses.
- Role
- Licensed Insurance Agent at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Maria Bekas
We focus on understanding your story — your goals, dreams, and challenges — to design strategies that support every chapter of your life. From protection planning to investment growth, our holistic process ensures your finances reflect what matters most to you. My journey began after seeing firsthand how unexpected life changes can upend financial stability. I’ve committed myself to mastering risk management, insurance, and wealth strategies so that others wouldn’t face the same vulnerability. Today, I help professionals, business owners, and families understand complex insurance tools, integrate them into their overall financial blueprint, and feel confident in their futures.In every client conversation, my goal is to educate and empower—so you’re never guessing or stressed about your finances. When you work with me, you get a partner who listens, cares, and crafts strategies built around your goals and values.Providing Holistic Financial Guidance to Individuals & Businesses.Positive Wealth Strategies LLC is a planning-first financial advisory practice serving business owners and high-earning professionals in the Tri-State area. We specialize in building comprehensive, holistic plans that integrate-Life and income protection planning-Estate coordination and legacy strategy-Investment advisory and asset growth-Tax-smart planning and efficiency-Business succession and exit planningFeel Positive about your Plan-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 Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Positive Wealth Strategies LLC, nor 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. Positive Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. CA#42•••56Any 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.New York Life Insurance Company44 S Broadway, Suite 1810White Plains, NY 10••••••••07
Experience
Licensed Insurance Agent
Apr 2021 — Present · Westchester County, NY, US
Agent licensed to sell insurance through New York Life Insurance Company
Education
City University of New York-Brooklyn College
Bachelor of Business Administration - BBA, Business Administration and Management, General
2010 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.