Kristin Montagne, Financial Advisor with Eagle Strategies LLC

Kristin Montagne, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

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 th

rough 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. New York Life General Office
10885 NE 4th St suite 1400
Bellevue, WA 98004

2829 234th Pl NE
Sammamish, WA 98074
206-778-0407

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of
other customers. 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. My California License number is 4145195

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
05/18/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Huge thank you to the Seattle Seawolves for their generous donation of 4 match tickets and a Seawolves rugby jersey in s...
04/22/2026

Huge thank you to the Seattle Seawolves for their generous donation of 4 match tickets and a Seawolves rugby jersey in support of The Light Collective's Springo Fundraiser! Your support helps us continue spreading light, joy, and impact in our community. 💛 Learn more about TLC's mission here: https://www.lightcollectivepnw.org/

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter...
04/18/2026

This is exciting news! You could be our next winner! Accepting entries from 3/9/26 through 6/19/26. Click here to enter and for official ruleshttps://bit.ly/3QhskRj

04/17/2026

Most people will never face federal estate tax, but thoughtful planning still matters. Coordinating lifetime gifts, protecting assets, and understanding how taxes really work can help your family receive more of what you intend. This article from Winstead PC partner Jeff Chadwick highlights simple strategies that can make a meaningful difference, from tax-smart gifting to preserving step-up opportunities. If you would like to talk through how these ideas could apply to your situation, I am here to help make sure your plans support what matters most.

Address

10885 NE 4th Street, Ste 1400
Bellevue, WA
98004

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 1pm
Sunday 8am - 5pm

Telephone

+12067780407

Website

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