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)

A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment ...
06/04/2026

A new report by credit reporting bureau TransUnion found that while credit conditions have improved for a large segment of consumers, others are struggling in the face of higher costs and rising debt burdens.

The so-called K-shaped economy is becoming more clearly defined, new reports show.

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a par...
06/02/2026

Retirement is sometimes reduced to the question: “Do I have enough?” And while this is indeed important, it’s only a part of the story.

Review cash flow, withdrawals, debt and taxes before you retire. This guide shows how to strengthen your plan and avoid gaps that can strain your savings.

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?

I just wanted to remind parents of little dreamers that there's still time to apply for the New York Life Golden Futures...
05/25/2026

I just wanted to remind parents of little dreamers that there's still time to apply for the New York Life Golden Futures Awards and Scholarships. Apply today and turn their passion into possibilities. Contact me to learn more!

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
05/22/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn...
05/20/2026

I'm excited to share the New York Life Golden Futures Awards and Scholarships are now open - helping young dreamers turn passion into possibility. Kids ages 5-16 can apply for $1,000 awards, and high school juniors and seniors can complete financial education modules for a chance to win up to $20,000 scholarships. Contact me to apply!

05/19/2026

We have a great opportunity at our Finger Lakes General Office for a Marketing Director position. If you or anyone you know is interested, let me know and I can send you more information! It's a dynamic position for someone that wants to exercise their creative mind!

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building weal...
05/19/2026

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.
05/15/2026

A Kiplinger editor shares some retirement wishes for her father.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest wo...
05/12/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

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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