Sagar Shah
Financial Services Professional @NYLIFE Securities LLC
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WORK HISTORY
Financial Services Professional @NYLIFE Securities LLC
Registered Representative offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
EDUCATION
Central Connecticut State University School of Business
Bachelor of Science - BS, Finance, General
SKILLS
ABOUT SAGAR SHAH
I advise successful individuals, families, and business owners on sophisticated strategies designed to preserve wealth, mitigate risk, and create long-term financial stability.My work focuses on comprehensive planning — including wealth management, retirement income design, legacy and estate planning strategies, business succession planning, and solutions for extended care needs. Every engagement begins with a detailed analysis to ensure recommendations are aligned with your objectives, risk tolerance, and long-term vision.I believe true financial stewardship goes beyond products — it requires disciplined strategy, proactive planning, and trusted guidance.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 Advisor 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 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.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.Registered branch address:3655 Brookside ParkwaySuite 400Alpharetta, GA 30022Office: 47••••••43Cell: 86••••••23Text: 47••••••19CA License# 40•••91
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