Vincent Chan, Financial Adviser with Eagle Strategies LLC

Vincent Chan, Financial Adviser with Eagle Strategies LLC Financial Advisor offering investment advisory services through Eagle Strategies LLC. These testimonials are no guarantee of future performance or success.

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. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. 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. New York Life Insurance Company
Los Angeles General Office
6300 Wilshire Blvd, Suite 2200
Los Angeles, CA. 90048
Mobile: (310) 874-5660
Office: (323) 782-3137
Website: www.losangeles.nyloffices.com
My CA insurance license is 0C32052

On Capitol Hill with my   colleagues, meeting with our CA senators and representatives to advocate for financial literac...
05/22/2024

On Capitol Hill with my colleagues, meeting with our CA senators and representatives to advocate for financial literacy and discuss tax reform. Exciting conversations ahead!

Worried about losing talent during the "Great Resignation"? Check out this article providing 3 easy ways to help workers...
01/19/2023

Worried about losing talent during the "Great Resignation"? Check out this article providing 3 easy ways to help workers stay happy and productive. Feel free to look it over and reach out to me for more recommendations.

It is vital to support the happiness and productivity of your workforce. Learn how through open communication and a strong benefits package from New York Life.

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutio...
01/13/2023

Are you a small business owner who wants to attract and retain talent? Click to learn how New York Life Business Solutions can help give you a competitive advantage.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of i...
10/19/2020

When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of it. Learn why when it comes to the historical performance of markets, the political party in charge makes little to no difference.

New York Life examines how the 2020 presidential election may impact financial markets.

One of the many important-but-not-urgent things we have on our lists that we never get around to do.
05/10/2020

One of the many important-but-not-urgent things we have on our lists that we never get around to do.

The driving force behind the action: a collapse in interest rates tied to the spread of the new coronavirus and an expectation from insurers that rates won’t rebound significantly anytime soon.

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me ...
07/09/2019

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me know in the comments below.

07/02/2019

Have you switched jobs recently? It is a great time to review your retirement planning strategy and know your options. Together, we can come up with a solution that works for you.

Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals...
06/25/2019

Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals changed with your new job? Let me know below.

Transitioning between jobs can be a challenge—professionally, personally, and financially. Let me know what steps you ha...
06/18/2019

Transitioning between jobs can be a challenge—professionally, personally, and financially. Let me know what steps you have taken to make the transition easier in the comments below.

We say we don't need it, but it's nice to be acknowledged!
06/16/2019

We say we don't need it, but it's nice to be acknowledged!

Address

6300 Wilshire Boulevard, Suite 2200
Los Angeles, CA
90048

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