Raymond Lee, Financial Advisor with Eagle Strategies LLC

Raymond Lee, Financial Advisor 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.

136-20 38th Avenue, 12th Floor, Flushing, NY 11354 (929) 553-2000

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. CA Insurance Lic # 4147771

I am not licensed in all jurisdictions.

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and ever...
02/16/2026

Today is a moment to reflect on leadership, responsibility, and service — values that matter in every community and every generation.
Happy Presidents’ Day!

Martin Luther King Jr. believed that everyone can be great because everyone can serve.On this MLK Day, we honor his lega...
01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.

Wishing you a very happy New Year!
01/01/2026

Wishing you a very happy New Year!

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a po...
09/30/2025

Life insurance can give us peace of mind and benefit us in so many ways. Talk to a financial professional about how a policy can help you and your family.

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the sm...
09/29/2025

Having life insurance is just as important as saving for retirement or putting money away in a college fund. Make the smart decision for your financial future and get life insurance!

The best time to purchase a life insurance policy is any time. Be ready, stay protected!
09/26/2025

The best time to purchase a life insurance policy is any time. Be ready, stay protected!

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?
09/22/2025

Life insurance is such an important piece of your personal financial strategy. What does life insurance mean to you?

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Cre...
09/19/2025

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?

Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.

If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as t...
09/19/2025

Most people overestimate the cost of a life insurance policy. Get serious about your financial future for as little as the cost of a dozen donuts each month.

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!
09/01/2025

Today we recognize the hard work and dedication of workers everywhere. Enjoy a well-deserved break!

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer yo...
08/06/2025

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you is some budgeting advice to help you manage your finances more effectively. Read these tips and reach out if you need more help. You got this!

As a new parent, having a baby on a budget requires adjusting your finances. Use this financial advice from New York Life to help with your planning.

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New York, NY

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