Dawn Terbush, Financial Advisor with Eagle Strategies LLC

Dawn Terbush, Financial Advisor with Eagle Strategies LLC Financial Advisor offering investment advisory services. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

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. 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 wi

th 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. These testimonials are no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. 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. My California Insurance license number is OK74750

Please add life insurance to your budget. We’re here to tell you that life insurance is more affordable than you probabl...
09/09/2026

Please add life insurance to your budget. We’re here to tell you that life insurance is more affordable than you probably think.

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, re...
09/08/2026

You’ve worked hard to build what you have. If you want clarity, control, and confidence over what happens to it next, reach out to me today.

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of...
09/01/2026

Longevity is one of the biggest risks retirees face. * Planning for income that lasts a lifetime is an essential part of retirement strategy.

Let’s talk about annuity solutions designed to help provide guaranteed income for life.

*LIMRA Secure Retirement Institute, Retirement Risk Study, 2025.

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, gr...
08/25/2026

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/475A0w6

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool fro...
08/18/2026

If you’ve ever changed jobs, there’s a chance you may have also left behind a retirement plan account. This new tool from the U.S. Department of Labor:
https://bit.ly/4ggOn3J may help you find out. If it turns out that you are owed a retirement benefit, I’d be glad to help guide you on how you may be able to roll it over or align it with your current goals.

As the number of needed caregivers increases, it’s essential to include caregiving in your financial strategy. As a fina...
08/11/2026

As the number of needed caregivers increases, it’s essential to include caregiving in your financial strategy. As a financial professional with New York Life, I can help. Please reach out anytime for more information or to schedule a call.

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potenti...
08/04/2026

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potential care need. Click below to read this article to learn about your options.
https://cbsn.ws/454E91y

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid...
07/28/2026

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.

Great day at the NY Life Kickoff business celebration!! We are very fortunate to have great people behind the scenes at...
07/25/2026

Great day at the NY Life Kickoff business celebration!! We are very fortunate to have great people behind the scenes at New York Life that help us with our clients every day! I especially want to thank Jonathan Schwartz, our Long-term Care Consultant, for his continued support over the years!

I recently had the pleasure of qualifying for and attending a fun office event at the LI Ducks game! It's always fun to...
07/11/2026

I recently had the pleasure of qualifying for and attending a fun office event at the LI Ducks game! It's always fun to spend time with my NYLIC family, but especially when we can support the local team!

Address

Melville, NY
11747

Telephone

+16313651408

Website

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