Ekta Parekh - Holistic Financial Advisor

Ekta Parekh - Holistic Financial Advisor Financial Advisor offering investment advisory services through Eagle Strategies LLC Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

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. 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.

379 Thornall St, 8th Floor,
Edison, NJ 08837
(848) 218-1572

California Insurance license # 4127410

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

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

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the As...
04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/4cgyBEk

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict an...
03/31/2026

Money questions every couple should ask. Learn how honest financial conversations can reduce stress, prevent conflict and build shared goals.

Honest financial conversations can reduce stress, strengthen trust and help couples align long-term goals.

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.
03/30/2026

The new senior tax deduction ushered in by the 'Big, Beautiful Bill' is worth up to $6,000 per qualified filer.

Address

379 Thornall Street
Edison, NJ
08837

Telephone

+18482181572

Website

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