Nancy Woolver, Financial Advisor with Eagle Strategies LLC

Nancy Woolver, Financial Advisor with Eagle Strategies LLC Offering investment advisory services through Eagle Strategies LLC. I have very broad professional experience that spans various industries.

I started my career in 1995 in the banking industry in a Commercial Lending Training program with LaSalle National Bank/ABN Amro in Chicago. Through several industries and companies, in August 2008, I moved to Rochester to live with my now husband and started a new career in financial services with Mutual of Omaha. Since then, I have built a reputable insurance and investment business, changing co

mpanies to New York Life in March 2012. I look forward to continuing to serve my clients and helping other small businesses and families. Specialties: Working with women business owners and young families. In addition to a Financial Adviser offering investment advisory services through 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. 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.

375 Woodcliff Dr. Second Floor
Fairport, NY 14450
585-629-6826 (office)

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white ret...
09/08/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But...
09/04/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationshi...
09/03/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

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08/27/2026

Anticipated back-to-school spending has decreased by $130, on average, since last year, but school year costs and pressure add up, according to NerdWallet’s annual survey.

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine y...
08/25/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.
08/20/2026

Taxpayers may receive automatic IRS relief under a new system, but a key eligibility rule still applies.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and infl...
08/18/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

Scams are rampant and hard to identify. Stay up to date with this information.
08/13/2026

Scams are rampant and hard to identify. Stay up to date with this information.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/11/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial ...
08/06/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

Address

375 Woodcliff Drive
Fairport, NY
14450

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 9am - 3pm

Website

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