Tara Ellis, Financial Advisor with Eagle Strategies LLC

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Tara Ellis, 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.

951 Mariners Island Blvd Suite 600, San Mateo CA, 94404
(650) 571-1220

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. My California Insurance license number is 0H74038, Michigan Insurance license number is 15709891, Louisiana Insurance license number is 507816, and Texas Insurance license number is 1798560.

02/26/2025

Life insurance can help protect the home or business you’ve worked so hard to build.

02/24/2025

One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance.

02/22/2025

This serves as a great reminder to insure what matters most—with life insurance.

02/21/2025

An important part of keeping your promises to your spouse is ensuring they would be OK financially if something were to happen to you. That’s why life insurance is key.

02/19/2025

By getting life insurance, you can tell your loved ones, “I love you” and mean it.

02/17/2025

Getting life insurance is love in action. That’s why life insurance is love insurance.

02/15/2025

We’re halfway through Insure Your Love Month! The basic motivation behind purchasing life insurance is love—people want to protect their loved ones, and one of the best ways to provide that financial protection is through life insurance.

02/14/2025

How do you put your love into action?

02/12/2025

Life insurance is love insurance!

02/10/2025

What plan do you have for your family’s financial future if you can’t be there to provide for them anymore? Josh and Liz planned ahead for the what-ifs and got life insurance. This Real Life Story is a paid testimonial.

02/08/2025

This serves as a great reminder to insure what matters most—with life insurance.

02/07/2025

Don’t assume that your loved ones don’t want to talk about life insurance. Now is the perfect time to discuss your family’s future with your loved ones and an insurance professional.

Address

951 Mariners Island Boulevard Suite 600
San Mateo, CA
94404

Telephone

+15106349908

Website

https://www.newyorklife.com/agent/tellis01

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