Amy McGuire Kates, Financial Adviser with Eagle Strategies LLC

Amy McGuire Kates, Financial Adviser with Eagle Strategies LLC Financial Adviser offering investment advisory services through Eagle Strategies LLC. I am not licensed in all jurisdictions.

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 thro

ugh 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. 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.

4782 Falmouth Rd,
P.O. Box 1090
Cotuit, MA 02635
(508) 420-0223

My California Insurance license number is 0C15971. Neither KATES Financial and Insurance Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. KATES Financial and Insurance Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

07/28/2023
02/27/2023

Donation Dash is back helping ACC and Pac-12 fans put their love into action by supporting their team’s local communities. Click to play and help your team’s local Boys & Girls Club earn a larger donation from New York Life. https://nyl.co/3Z5OlBY

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match f...
02/26/2023

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. Learn which type you are when it comes to protecting the ones you love most.

Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

As a proud sponsor of the ACC and Pac-12, we know how important it is to have a game plan and a coach to help you make t...
02/25/2023

As a proud sponsor of the ACC and Pac-12, we know how important it is to have a game plan and a coach to help you make the right plays along the way. Click here to learn about the benefits of teaming up with New York Life.

At New York Life, our agents lead with compassion when helping clients protect the ones they love. Learn more about the Love Takes Action campaign.

Tonight, New York Life is celebrating 175 years of helping people put love into action with a 60-second film during the ...
02/02/2020

Tonight, New York Life is celebrating 175 years of helping people put love into action with a 60-second film during the Big Game. Be sure to tune in!

Market volatility is causing investor anxiety. These factors are unlikely to disappear anytime soon, and the market may ...
11/09/2018

Market volatility is causing investor anxiety. These factors are unlikely to disappear anytime soon, and the market may see more declines, but our Investment Management team supports adding equity exposure at today’s levels. Here’s why:

Investors are experiencing a rough bout with volatility as the VIX index, Wall Street’s fear gauge, hit a level of 25 – the highest level since February 2018. We recognize that occasional daily drawdowns, market volatility, and political noise create confusion for investors. These factors are un...

You work hard for your family. Let me help ensure your hard work pays off.
06/06/2018

You work hard for your family. Let me help ensure your hard work pays off.

Insurance from New York Life does more than you might think—from safeguarding your life savings to covering a child’s college tuition, or protecting your own retirement plan.

Mom said money doesn't grow on trees. Let's protect all you've worked for.
05/12/2017

Mom said money doesn't grow on trees. Let's protect all you've worked for.

Your retirement is still years away, but it’s never too soon to start preparing. Learn how to build a nest egg so you’re comfortable when the time comes.

What is the right age for you to claim Social Security?
04/25/2017

What is the right age for you to claim Social Security?

Deciding when to claim your Social Security benefits is complex, but this might help you figure out what age is best for you.

02/06/2017

"You only pass through this life once, you don't come back for an encore." ~Elvis Presley

10/27/2016

"Two things define you: Your patience when you have nothing, and your attitude when you have everything."

Should you roll your 401(k) to an IRA?
09/27/2016

Should you roll your 401(k) to an IRA?

When you leave your job, you have options with your old 401(k). There are advantages to an IRA rollover.

Address

Cotuit, MA
02635

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