Wendy Feldman, The Feldman Agency

Wendy Feldman, The Feldman Agency We hear the concerns people have about their financial situation and help them feel good with the so Wendy Feldman is not licensed in all jurisdictions. Ray Rd.

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Wendy Feldman is 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 NY

LIFE Securities LLC are New York Life Companies. Her California Insurance license number is LD0708659. Neither The Feldman Agency nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. The Feldman Agency is not owned or operated by New York Life Insurance Company or its affiliates.

2380 W. Suite 2 Chandler, AZ 85224
480-968-4474

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.

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave...
06/09/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial dec...
06/04/2026

Caring for an aging loved one is one of life’s most meaningful acts of love, but it can also bring complex financial decisions that impact your own future.
Whether you’re supporting a parent today or preparing for the road ahead, proactive planning can help you protect your financial wellbeing while ensuring your loved one receives the care they deserve. Read this article to explore practical strategies for balancing compassion and financial confidence. https://bit.ly/4ueXKG6

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here:https://bit.ly...
06/02/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here:
https://bit.ly/4fX0Hrn

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy...
05/28/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
05/26/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
05/21/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

A Kiplinger editor shares some retirement wishes for her father.
05/19/2026

A Kiplinger editor shares some retirement wishes for her father.

For many business owners, the company is the estate plan. But will there be enough liquidity to: —Cover estate costs?—Ke...
05/14/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

New York Fed President John Williams expressed concern Thursday about the Iran war's impact on the economy, saying it al...
05/12/2026

New York Fed President John Williams expressed concern Thursday about the Iran war's impact on the economy, saying it already has shown signs of hiking prices and slowing growth.

Williams noted that the conflict has "intensified the uncertainty" around national and local conditions.

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.
04/21/2026

What is life insurance planning for the “merely well-to-do”? Learn more about this largely overlooked group.

It’s about visualization and optionality.

Address

Chandler, AZ
85224

Website

Alerts

Be the first to know and let us send you an email when Wendy Feldman, The Feldman Agency posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category