Pratt Financial & Insurance Services

Pratt Financial & Insurance Services I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Regist 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. Pratt Financial & Insurance Services, 1756 Picasso Avenue, Suite B, Davis, CA 95618
(530) 753-4195

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. 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. My California Insurance license number is 0669221

Neither Pratt Financial & Insurance Services nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Pratt Financial & Insurance Services is not owned or operated by New York Life Insurance Company or its affiliates.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

01/28/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

The road to retirement is different for everybody, but when you have the right guide, the journey can be a lot easier. A...
01/28/2026

The road to retirement is different for everybody, but when you have the right guide, the journey can be a lot easier. At New York Life, we understand the unique challenges facing the LGBTQ+ community and can help you navigate your journey while building financial security for your golden years. Reach out and let me help you build a retirement strategy that's right for you.

Are you saving enough for retirement? Use our retirement savings calculator to help find out how much money you should save for retirement.

Starting a family is a priority for many couples in the LGBTQ+ community. But before you start preparing the nursery, it...
01/22/2026

Starting a family is a priority for many couples in the LGBTQ+ community. But before you start preparing the nursery, it's important to prepare financially. As a New York Life financial professional, I'm proud to have helped countless LGBTQ+ families prepare for the changes a new child brings. Reach out, and let's prepare together.

You’ve come a long way; we’d like to help you go even further. New York Life is tailoring solutions to meet the needs of the LGBTQ+ community.

Finding your soulmate was a dream come true. Now let’s focus on your dreams for the future. No matter how much—or little...
01/22/2026

Finding your soulmate was a dream come true. Now let’s focus on your dreams for the future. No matter how much—or little—you and your partner have saved so far, I can work with you to help you achieve your happily ever after. Check out these tips to start, and when you have a moment, let's chat.

There's plenty to discuss after your wedding, including your financial future. Learn from New York Life about post wedding financial planning and budgeting.

01/21/2026

Every financial journey is unique, but learning the basics can help anyone build a stronger future. That’s why I’m excited to offer complimentary workshops for local businesses, nonprofits, and community groups. These are interactive sessions—open to questions, focused on real-life strategies, and meant to empower.
Interested in hosting one? Let’s talk!

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

01/14/2026

Money can be complicated—but it doesn’t have to be overwhelming. Through my affiliation with New York Life, I offer complimentary financial educational workshops for workplaces and community organizations. There’s no pressure. No obligation. Just knowledge on a variety of topics that can make a difference. If you’re part of a group or company that would benefit, I’d be happy to talk about bringing a session your way.

01/14/2026

When you envision your perfect future, what do you see? Starting a business? Raising children? Traveling the world in retirement? For me, it's helping those in my community live the life they've always imagined. As a New York Life financial professional, I've helped countless individuals in the LGBTQ+ community build their financial futures. Reach out, and let's get to work on yours.

01/08/2026

Did you know I can bring complimentary financial education workshops to local businesses and community groups? These sessions are all about sharing knowledge—no sales pressure, just real tools to help people make informed decisions. Know an HR leader, nonprofit, or group that could benefit? I’d love to connect with them.
Send me a message if you’d like to learn more!

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Address

Davis, CA
95616

Alerts

Be the first to know and let us send you an email when Pratt Financial & Insurance Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Pratt Financial & Insurance Services:

Share